Family Financial Preparedness

"No one plans to fail, they simply fail to plan." In this article, Senior Wealth Strategist Glen Goland, JD, CFP® , shares the importance of getting your affairs in order in advance. Death in the family is difficult enough; this helpful advice can take some of the financial anxiety out of the picture. Read the article here.

Preparedness Checklist

What do you need to have prepared in advance, and what information does your family need in order to manage any unexpected events? This checklist can help you track key documents and information; download it here.

Analytics Spotlight: Grace Gu

What inspires and informs Research Analyst Grace Gu; what drew her to this industry, and what resources does she draw on to meet the challenges of her work? Read here.

Philanthropy Focus: Chamber Music Northwest

"Five weeks, 28 different mainstage concerts, over 100 musicians, 125 pieces of music, at many locations across the Portland area." And that's just this summer so far! Learn about the most diverse, dynamic, varied musical program in the country, showcasing performances, supporting composers and artists, and developing the next generation of musicians. Read more here.

Client Spotlight: Dr. Yuan-Po Tu

You may remember Dr. Yuan-Po Tu from the guidance he provided the Arnerich Massena community via webinar during the pandemic. He was on the front lines of the pandemic, and has played a vital role in developing COVID-19 testing procedures. Now, he's been named a Hometown All-Star for his work; find out more here.