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