Blog Archives

Listen Up, Washington Residents: Estate Tax Changes in Your State

Posted on 11.12.25 by Penguin in Government Shennanigans, Personal Finance

Washington state enacted substantial estate tax reforms effective July 1, 2025. The exclusion amount per estate increased from $2.193 million to $3 million, with future automatic adjustments for inflation. This change exempts more modest estates from state tax, alleviating liability … Continue reading →

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

Posted on 10.31.25 by Penguin in Investment

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 →

Announcing Julie’s Retirement and Introducing Our New Staff Member

Posted on 03.05.25 by Penguin in Investment

In one more milestone for Cascade Investment Advisors, we are bidding adieu to the first employee to retire from our company. Julie Longenecker will be retiring on March 31 after being with us from the near-beginning. Julie has been more … Continue reading →

How to View Portfolio Transactions & Yearly Reports

Posted on 09.27.24 by Penguin in Investment

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 →

How to Upload & Download Documents from ModestSpark

Posted on 06.18.24 by Penguin in Investment

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: Using the navigation … Continue reading →