Resources

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

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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.

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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.

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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.

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Articles and Awards

Bond Markets Demystified…Article from Michelle Rand written in August 2021 for Rethinking 65

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Interview with David Schue

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KIVA Monthly Social Giving Newsletter

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Download Forms & Info

Government Filings: Plain English Brochure 2023

Cascade Client Relationship Summary (CRS) Form: CRS Form Cascade

Year end notice 2023

How to Access your Tax Information

Using Your IRA for Charity…IRA-Charitable-Transfer