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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Michelle Rand’s latest Rethinking65 article: Cybersecurity Tips and Tricks
Using your IRA for Charity…IRA Charitable Transfer
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