Specializing in financial and tax planning, risk and portfolio management.
Part of Cascade Investment Group's Financial Education Series (Up or Down?) To say the last quarter of 2018 was full of ups and downs is putting it mildly. Is this the beginning of a bear market or the reset for a new bull market? How will the strength of the economies in the U.S. […]
DUE TO SAFETY CONCERNS AND INCLEMENT WEATHER, THIS EVENT HAS BEEN CANCELLED. WE WILL TRY TO RESCHEDULE IT FOR LATER THIS SPRING. Part of Cascade Investment Group's Financial Education Series Five More Years! No, it's not a new campaign rally chant. It's a declaration by the Chief Investment Officer of OppenheimerFunds that the […]
Part of Cascade Investment Group's Financial Education Series Estate planning challenges us to face topics that make us uncomfortable, like mortality and the pain of losing a loved one. Others fear the unknown, like not really understanding what has to happen to transfer their estates. Many people do not plan as a result and leave the disposition […]
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Phone: 719-632-0818
Fax: 719-632-0887
444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
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