Selected Media Archive

As featured In Leading Domestic and International Publications

The Oregonian – How Measure 97 Might Affect Oregon Businesses

By Jeff Manning – October 12, 2016 MORO, Ore. — Mile upon mile of golden stubble — the remains of this summer’s wheat harvest — surround this tiny town in the high plains of north-central Oregon. The soft white wheat grown by nearly 900 area farmers is the region’s economic engine. That engine would soon sputter…

The New York Times – Intel Lawsuit Questions Place of Hedge Funds in Retirement Plans

By Gretchen Morgenson – November 20, 2015 “We push the boundaries.” That’s how Intel Corporation, the respect Silicon Valley computing giant, describes its role as an innovator and creator of value for shareholders, customers and society. The case against Intel has a different twist. At its heart is this question: Should hedge funds, private equity…

The Wall Street Journal – Pension Plan Cut Jeb Bush’s Taxes

By Mark Maremont – July 2, 2015 In the tax returns he released Tuesday, GOP presidential candidate Jeb Bush reported large deductions for payments to “pension and profit-sharing plans.” The payments averaged $350,000 a year for the past five years, far more than most people could contribute to an individual retirement account or 401(k) plan.…

Bloomberg – How an Exclusive Hedge Fund Turbocharged Its Retirement Plan

By Richard Rubin and Margaret Collins – June 16, 2015 It’s one of the sweetest employee perks in the hedge-fund world: a chance to invest in Medallion, the wildly profitable fund created by market legend James Simons. Now, with deft legal maneuvers and a blessing from Washington, the firm Simons started is giving its employees…

Bloomberg – How to Join 9,000 U.S. Taxpayers With Romney-Sized IRAs

By Margaret Collins and Richard Rubin – September 17, 2014 If it seems impossible to amass a fortune in an IRA during your lifetime, think again. The Government Accountability Office reported yesterday that about 9,000 U.S. taxpayers have each accumulated at least $5 million in individual retirement accounts. While the GAO didn’t say how they managed to…