Blog Archives

Announcing Julie’s Retirement and Introducing Our New Staff Member

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

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

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 Stay Safe Online

Today’s topic is an updated version of our previous posts about online safety. As cybercrime evolves, so do user tactics; we’re here to bring new ideas to your online protection strategies. So let’s dive in: Think of email as a … Continue reading

Taxes and Deficits, Oh My!

No matter who we tax, or how high or low we set tax rates, federal tax receipts barely budge when measured against the entire economy. This fact flies in the face of political arguments about tax rates: who should pay … Continue reading