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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

How To Download Your Gains/Losses Tax Information From Schwab:

10.31.25

Once you are signed into your Schwab account, you’ll look for the link titled “Realized Gain/Loss,” located on the top navigation bar.     Once you’re on the Realized Gain/Loss page, you’ll see options to select from specific accounts, or … 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.

10.1.25 – Marketline September 2025
11.7.25 – Marketline October 2025
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Bulletin Board

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


Using your IRA for Charity…IRA Charitable Transfer


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What to Do with Your Next Extra Dollar