Blog Archives

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 →

How To Sign-In To Your ModestSpark Account

Posted on 05.30.24 by Penguin in Personal Finance

Below is the step-by-step process of signing into your ModestSpark Account:  To sign in, you can access a secure login from the sidebar on our website, or click the link here. You’ll be brought to the ModestSpark login page which … Continue reading →