Imagine that someone wants to give you $100,000. They want to do it. You don’t have to ask, and you don’t have to lay out a sales pitch in a PowerPoint presentation. To get the money, you have one easy task. You get a simple, easy-to-find, fairly standard …
Wealth Notes by Rob Wrubel, CFP® AIF® AEP®
Is Life Insurance Ever an Investment?
As advisors with many years of experience under our belts, we have seen numerous types of planning situations, investment ideas and life situations. We have shared and been part of all kinds of events like job changes, business starts and sales, births of …
Charitable Gift Flexibility with Donor-Advised Funds
Community service organizations, educational institutions and religious affiliations depend on donations to achieve their missions.Many of us give to these groups because we believe in the work they do, the transformative experiences they deliver and their …
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Is it Time to Add More International Stock?
A few weeks ago, someone told me a statistic - on average, US investors have about 3% of their portfolios invested in stocks of companies based outside the country. I did not see a report and I’m not sure how accurate this statistic was but the anecdotal …
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Wealth Notes: Practical Estate Planning From An Advisor’s Viewpoint
Cascade Investment Group, Inc. is more than 20 years old and our advisors worked with clients for many years before our firm started. We have many long-term relationships with clients; at times with multiple members and generations of the same family. We value …
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