Resources

We have a wealth of resources. Check them out here.

Login to ModestSpark »Login to Schwab Account »

Marketline Monthly

Our popular market comment – always a single page – gives you a quick snapshot of monthly market movements and our opinions about direction, valuation, and so forth.

Read more »

Your Stock Feature

Bringing your stocks alive is our piece on the history of the companies we own. How old are your companies? How did they start their “careers”? What changes forced them into different businesses? Read here about the company we most recently profiled.

Read more »

Recommended Reading

Recommended reading is a list of books we like, related to the economy and the markets. We’ll be adding to this list so check back often.

Read more »

Articles and Awards

Strategies for de-risking…Article from Michelle Rand in the July 2020 Portland Business Journal

Read more »

Interview with David Schue

Read more »

KIVA Monthly Social Giving Newsletter

Read more »

Download Forms & Info

To Access your tax information Health Care Tax Law 2013

Government Filings: PlainEnglishBrochureJan2021

Cascade Client Relationship Summary (CRS) Form: CRSForm_Cascade

Yearendnotice2020

Using Your IRA for Charity…IRA-Charitable-Transfer