Specializing in financial and tax planning, risk and portfolio management.
Part of Cascade Investment Group's Financial Education Series Our lunch and learn presentations return this fall with the topic of preparing for uncertainty. "Be prepared" is more than a Boy Scout motto or song from The Lion King. It's sound advice for long-term investors trying to put market fluctuations into perspective and staying the course […]
Part of Cascade Investment Group's Financial Education Series As 2018 winds down, now is a good time to review your financial statements and implement strategies to reduce your overall tax liability. Mark Rohn, CPA and Tatiana Weis, CPA of Rohn CPA Group, P.C., will be sharing tips and best practices as well as going over some of the […]
Part of Cascade Investment Group's Financial Education Series Our lunch and learn presentations return this fall with The Fundamentals of Investment Success. Join us as Capital Group's Roger Bianco discusses what's driving the markets, shutting out the noise to focus on the long run and controlling what you can with long-term goals and planning. Registration […]
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