News and Research
Music and Financial Planning September 18, 2019
I’ve been involved in studying and playing music since I was a kid. After begging my parents for guitar lessons for years, my mom finally broke down and let me take guitar lessons at the age of 10. Click here to full article.
Financial Success and Mountaineering August 15, 2019
I recently summitted Mount Shasta in California, a 14,200-foot volcano. It is a gorgeous mountain and summitting was very rewarding. Click here to full article.
Bob Toomey Mentors University Students
We are pleased to announce that our Director of Research, Bob Toomey, has been selected as mentor to a group of students from Pacific Lutheran University who are competing in this year’s Pacific Northwest Investment Research Challenge. The competition, sponsored by the Seattle CFA Society, involves teams from local universities who compete in writing and presenting a professional-grade research report on a local publicly-traded company, with the winning team competing in the U.S. national challenge in March.
Have you had a chance to view our blog, “The Cascade View”?
It is written by our Vice President of Research, Bob Toomey. It provides timely commentary on important news and events relating to the economy, financial markets, investments and financial planning. We address issues that we think might be of interest or a concern for our clients. You can sign up to become a “member” of the blog, which will alert you to new posts to the blog. The blog address is http://www.thecascadeview.blogspot.com. Check it out!
Len Skiena featured in the Seattle Times December 2017
Fear her home will be too pricey to keep after she retires - Click here to article
Bob Toomey Featured in the Seattle Times January 2018
Rebuilding Financial Life After 50 - Click here to article
Len Skiena featured in 425 Business Magazine September 2018
Millennials Are Saving But Could Be Smarter About It Read - Click here to article