Each year, The Portland Business Journal collects information on Portland-area businesses’ giving and names the top corporate philanthropists for large, medium, and small companies. Read more
Looking over the past 35+ years of U.S. stock market index data, we notice two interesting facts: Read more
The Columbia Land Trust is making conservation fun with its 2014 Wild Splendor fundraising event. Read more
The “random walk” is a theory postulating that stock prices evolve randomly and cannot be predicted. A Random Walk Down Wall Street, by Princeton economics professor Burton G. Malkiel, made the theory famous by suggesting that a coin flip would be as accurate as most stock picking strategies.
On August 25th, investors cheered as the S&P 500 Index rallied and touched 2,000 for the first time, pushing stocks’ year-to-date return up toward 9%.
But then, for the next seven trading days, something very unusual happened. Read more
For most plan sponsors, managing their plan with the participants’ best interests in mind is not just a fiduciary duty; it is a driving principle. This is why we are encouraging plan sponsors to examine the idea of fee equalization. Read more
Heidi Heffron-Clark became the beneficiary of an inherited IRA when her mother passed away in 2001. Almost ten years later, Ms. Heffron-Clark filed for Chapter 7 bankruptcy. She argued that the inherited IRA funds should be exempt from her creditors because they were “retirement funds.” Read more