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

When and How to Talk to Your Advisor About Changing Your Investment Objective

06.24.21

Every once in a while, life throws a curve ball. You’ve set up your investment portfolio in partnership with your advisor, and suddenly, it doesn’t seem like it works for you any longer. Maybe the value is declining even when … 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
06.09.21 – MarketlineMay2021
07.13.21 – “do the twist” MarketlineJune2021
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Bulletin Board

Michelle Rand’s June 2021 Rethinking65 article:

Breaking Bad: The Bond Market and Inflation


Using your IRA for Charity…IRA Charitable Transfer


Our Kiva Newsletter: KIVA_CascadeJuly2021


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