Market Musings Blog

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 than dedicated, helping us navigate many changes in the landscape, always with grace. And who doesn’t know how efficient she is! We wish Julie a well-deserved retirement filled with joy and relaxation. Thank you for being part of her journey with us.

As they say, when one door closes, another opens. On the heels of Julie’s announcement, we are pleased to introduce our newest addition to Cascade, Jennifer Adelblue. She will be taking over from Julie as Director of Client Operations. Jennifer has been with us since December 30^th, and comes from a thirty-year career working with bond brokers whose names have shown up on confirms for your accounts for years. We’re lucky to have her on board and encourage you to welcome her when you have an opportunity.

Jennifer Adelblue, Director of Client Operations

How long have I been in the industry?
I have been in the financial industry since 1994. I started my career in a small bond brokerage firm and like a lot of small firms, it morphed over the years to a large corporation.
Starting with Cascade Investments reminds me of my roots in the industry.

What do I like about this industry?
This industry is always changing.

What do I like about working in a boutique firm?
I like helping people reach their goals.  Whether it is personal or professional, I appreciate the effort it takes to make our dreams and goals a success and those can be accomplished with a little help and support from one another.  To achieve this, it usually involves paperwork.  That’s where I come in 😊

Favorite way to spend time?
I have somewhat seasonal hobbies.
When it is nice outside, I like to take walks, garden and go camping. I also belong to a train club where we maintain and ride 1/8th scale – 7.5 gauge trains.
When it is raining and wintery, I like to quilt and do other handicraft projects.

Contact Information

• t 503-417-1950

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 corner of the Statements page, find the “Past Statement” dropdown menu, which includes your account’s yearly reports.
By selecting the 1-3-5 Year Report option, you’ll be able to view a breakdown summary of your portfolio as well as your account’s performance over time.

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 menu on the top bar of the webpage, you can click your name to reveal a drop-down menu with options to view your Holdings, Statements, and Documents. Clicking on Documents will take you to your Document Center.
Once in the Document Center, you can securely upload and download documents, statements, or forms to us at Cascade. To download a document from your Document Center, click the download button (blue circle pictured right). To upload to your Document Center, click the Upload Document button at the top-right corner or bottom left (circled in orange).
An Upload Document menu will pop up – Under Select File: click the green button + to navigate to the file you want to upload. Adding a description will help you and Cascade identify the file content on the Document Center. Otherwise, once your file is selected, click the blue Upload button to complete the process. We will receive an email notifying us of the available document to retrieve.
You can also access our newsletters by clicking the Shared Documents tab and then selecting the download button to save your copy of our newsletter!