Tax Increases in Historical Perspective

President Biden's proposed $2 trillion plan to overhaul and upgrade American infrastructure has arrived hand in hand with proposals to increase both corporate and individual taxes. Neither proposal is yet in final form, but it looks increasingly likely that we are about to enter an era of higher tax rates. What is sometimes obscured in this discussion, however, is the fact that we are living in a historically low tax environment. Philanthropic and Investment Advisor Katherine Fox, CFP, CAP, shares insights on how individual tax rates have changed over time and what this might mean for what is to come in the next few months. Read more here.

Ask the Expert Podcast: When am I an Oregonian for tax purposes?

In this short podcast, Senior Wealth Strategist and Investment Advisor Glen Goland, JD, CFP, interviews Eric Hormel, CPA, Accountant and Shareholder from accounting firm Perkins and Company. They explore the question of whether an individual's connections to Oregon will subject their income to Oregon's income tax. Listen here.

Practical Planning: Capital Gains Taxes

One of the biggest challenges in a bull market is knowing when to sell successful investments. With markets touching new highs, the question Senior Wealth Strategist and Investment Advisor Glen Goland, JD, CFP, set out to help investors assess their capital gains situation by answering the following questions: how does where you live and how much you earn affect your capital gains tax? Find out here.

Analytics Update: Diversity, Equity, & Inclusion in Manager Due Diligence

"As intentional investors, we want to be very thoughtful and deliberate about incorporating diversity, equity, and inclusion (DEI) into our manager research and due diligence," notes Bryan Shipley, CFA, CAIA, Co-CEO and Chief Investment Officer. "We're really pleased to be at the forefront of the industry in terms of recognizing the importance of DEI as a key component of investment selection, and crafting practices to incorporate it into our research." Read more here.

Philanthropy Focus: Cascade Pacific Council graduates the first female Eagle Scouts

Cascade Pacific Council/Boy Scouts of America just celebrated its inaugural class of female Eagle Scouts in February! We spoke with Chris Bartell, Marketing and Communications Director and Scoutmaster, about their recently graduated Eagle Scout class, which included 362 Scouts, eight of whom were girls. Read more here.

Partnering in Our Community: Glen Goland Helps Host Economic Challenge State Championship

Senior Wealth Strategist and Investment Advisor Glen Goland, JD, CFP, serves as a volunteer with the Oregon Council for Economic Education, and participated in this year's High School Economic Challenge State Championship. Learn more here.