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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

ESG Part II: Why it’s So Hard

04.21.21

Finally, with Covid fading, and the markets settling, we can return to our ESG series. The last installment in this series was over a year ago, when we introduced the topic and mentioned that we would be looking at specific … 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.


03.19.20 – Investment Update
04.08.21 – MarketlineMarch2021
05.12.21 – “playing chicken with inflation…” MarketlineApr2021
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Our Kiva Newsletter: KIVA_CascadeMay2021


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Video:  An interview with David Schue


Using your IRA for Charity…IRA Charitable Transfer


Michelle Rand’s July 2020 Portland Business Journal article:

Strategies for de-risking…