The Path to Value

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Solutions to Protect Your Wealth

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

How to View Portfolio Transactions & Yearly Reports

09.27.24

Below is the step-by-step process to learn how to upload & download documents to & from ModestSpark: Once signed in to ModestSpark, you will be directed to your main Portfolio Summary, which may look similar to this: On the top-right-hand … 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.

09.09.24 – Marketline August 2024
10.03.24 – Marketline September 2024
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Bulletin Board

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


Using your IRA for Charity…IRA Charitable Transfer


Visit our “Your Stock” feature


What to Do with Your Next Extra Dollar