Storing Important Documents

Some of the practical questions our clients ask about their paperwork are: “Should I keep this document,” “Where should I store it,” and “How long should I keep it?” In this article, senior wealth strategist Glen Goland, JD, CFP, takes a look at these questions as they relate to some of the financial, tax, and legal documents that we work with each day. Read more here: Storing documents

Practical Planning: Plan for Coming Tax Changes

Individual tax cuts from the Tax Cuts and Jobs Act of 2017 are set to sunset on December 31, 2025, giving taxpayers just a few years to maximize the benefits of the current rules. Senior wealth strategist Glen Goland, JD, CFP, offers a few strategies to help you make the most of current tax laws in this article: Practical planning

Analytics Update: Summer Reading and Podcast List

Summer is often the time when people have a little extra time and space for leisure. If you are looking for educational and interesting ways to fill some of that time, our research team has some suggestions. in this article, you’ll find a few investment and financial-themed books and podcasts recommended by our analysts for their unique, lively, and interesting insights. Access the article here: Analytics Update

Philanthropy Focus: Social Venture Partners Portland

“Engaged venture philanthropy has the capacity to solve our most entrenched problems.” Social Venture Partners Portland executive director Lauren Johnson discussed with us why Social Venture Partners’ innovative model is uniquely suited for achieving transformational impact in the community. Read about it here: Philanthropy Focus SVP

Partnering in Our Community: Philanthropic advisor Katherine Fox makes a big impact as part of Ninety-nine girlfriends

In 2016, the Portland community got its own giving circle, when 117 women banded together to form Ninety-nine girlfriends, a nonprofit dedicated to creating real impact in the community. By 2019, Ninety-nine girlfriends has grown to 480 members strong and will have awarded a total of $1,250,000 in grants in less than four years. Read more here: Partnering in our community