2020 Charitable Giving: What to know

2020 has brought us many changes as we navigate the COVID-19 pandemic. Philanthropy isn’t immune from this upheaval and informed donors should be aware of three key changes contained within the CARES Act passed in March. Read more here in an article from investment and philanthropic advisor Katherine Fox, CFP, CAP.

Practical Planning: Taxes in 2020

There are a variety of signs on the horizon that point to future tax increases for families in the U.S. In this article, senior wealth strategist and investment advisor Glen Goland, JD, CFP, discusses the different taxes that affect families and some practical suggestions for how to efficiently navigate these tax systems in 2020. Read more here.

Analytics News: Teaching your children about managing money

In this video, senior wealth strategist and investment advisor Glen Goland, JD, CFP, walks viewers through practical tips they can use to raise the analysts of tomorrow. In support of all those parents raising children during these trying times, here are steps we can take to teach our children about managing money.

Philanthropy Focus: Helping in times of Need

COVID-19 has torn through our world, disrupting lives, putting the health of our family and friends at risk, and destabilizing the local community which we hold so dear. Philanthropic and investment advisor Katherine Fox, CFP, CAP, highlights some amazing stories of resiliency and dedication in Portland’s non-profit sector in this series. Read more here to learn about some of the organizations and community members who are fighting to serve our most vulnerable populations.