Investing today is more challenging than ever. Stocks, bonds and mutual funds are no longer the norm in today’s world. ETF’s, Index Funds, Hedge Funds, Private Equity, REIT’s, Private Placements, the list could go on and on. While these complex investments become more and more common, navigating their pit falls becomes more and more complicated.

At Cascade Wealth Group, we help our clients understand all aspects their investments, what fees they’re paying and what returns they should expect.

Most importantly, we help our clients understand the risk they are taking. Do you know the risk in your portfolio? If the market has a significant correction, what investments do you have that will help reduce your losses?

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