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 →

Private Equity in 401(k) Plans: Hazardous, or Helpful?

Posted on 08.26.25 by Michelle Rand in Investment

In early August, President Trump issued an executive order directing the Department of Labor to re-examine ERISA rules that have historically served to restrict the menu of investment options offered by retirement-plan sponsors. ERISA specifically prohibits only collectibles and certain … Continue reading →

How to Optimize the Redemption of US Treasury iBonds

Posted on 08.15.25 by Michelle Rand in Interest Rates, Investment, Personal Finance

Treasury iBonds grew quite popular after inflation in the US spiked a few years ago. These bonds pay interest at rates approximating the Consumer Price Index, so high single-digit returns were not unusual. But rates have since declined, and investors … Continue reading →

Toil and Trouble

Posted on 04.09.25 by Michelle Rand in Government Shennanigans, Interest Rates, Investment

If any of our clients can tell me who said this, when, and under what circumstances, I’ll buy you a nice dinner: “We are destroying the small businessman. We are destroying Middle America. We are destroying the American dream.” Sound … 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 →