Solutions, Value Investing & Personal Service

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.

11.12.25

Washington state enacted substantial estate tax reforms effective July 1, 2025. The exclusion amount per estate increased from $2.193 million to $3 million, with future automatic adjustments for inflation. This change exempts more modest estates from state tax, alleviating liability … 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.