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Cascade Investment Advisors was founded in 1997 to bring the service and performance typically reserved for the ultra-wealthy to any investor who values customized solutions and individual attention at reasonable fees.

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Market Musings Blog

Private Equity in 401(k) Plans: Hazardous, or Helpful?

08.26.25

In early August, President Trump issued an executive order directing the Department of Labor to re-examine ERISA rules that have historically served to restrict the menu of investment options offered by retirement-plan sponsors. ERISA specifically prohibits only collectibles and certain … Continue reading

Marketline Spotlight

Our popular market comment – always a single page – gives you a quick snapshot of monthly market movements and our opinions about direction, valuations, and so forth.

8.9.25 – Marketline July 2025
9.5.25 – Marketline August 2025
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Bulletin Board

Michelle Rand’s latest Rethinking65 article: Cybersecurity Tips and Tricks


Using your IRA for Charity…IRA Charitable Transfer


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What to Do with Your Next Extra Dollar