January 19, 2018

January 17, 2018

529 Plan Changes – Should you use your 529 Savings Plan to pay for elementary or high school?

Families saving for future educational expenses were granted an unexpected gift from the Tax Cuts and Jobs Act: up to $10,000 of elementary or high school tuition and fees may now be paid (tax and penalty-free) from 529 savings accounts. (Previously, 529 plans were limited only to college expenses.) In this post, I will address how this change to the tax code affects residents of Oregon and Washington and will answer some of the questions we have been getting here at our office. Read more »


January 5, 2018

Practical Planning – Advice for New Parents

Like a new year, parenthood brings with it many new experiences. Some are great — the first time you hold your child, the first time they smile, et cetera. Some are not — first diaper changes, the first all-nighter, and so on. The Arnerich Massena team is welcoming three babies in the coming months and we love hearing stories about these firsts from our new parents.

Sometime during those first few sleep-deprived months, most new parents stumble across the same thought: “Since I am now responsible for this other human being, I should probably get my finances and estate in order.” Read more »


January 4, 2018

Women and Men: A Different Approach to Investing

Perhaps the 74 million-mile distance between Mars and Venus has an influence on why men and women invest so differently. But most actual investment happens on Earth, where it may be advantageous to bring both perspectives to the table. How do men and women invest differently, how can they impact the long-term outcome of a portfolio, and why is it important to find a balance? Read more »


December 21, 2017

The Shooting Star Foundation Launches New Website

In November, Arnerich Massena was a lead sponsor for The Shooting Star Foundation’s inaugural fundraiser (photos below), helping to launch this organization in its mission to support families who have children with special needs. Now, thanks to the November fundraising, the Shooting Star Foundation has unveiled its new website, which will help the organization grow awareness and increase its impact. Read more »


December 20, 2017

December 15, 2017

Arnerich Massena Delivers Giving Tree Gifts to Irvington Families

Arnerich Massena’s annual Giving Tree tradition is especially precious to us because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to help those families who are less fortunate. This year, Arnerich Massena employees shopped for 24 children from 12 different families. Combining necessities with a few fun items, we’re glad to have the opportunity to bring some joy and relief this holiday season. Read more »


December 14, 2017

Planning for Tax Reform

Republicans in the House and Senate have passed tax reform bills in their respective chambers. As the bills now go to committee for reconciliation, several items are clear: first, the text of the final bill is not likely to be set until around Christmas, leaving taxpayers no time to take action ahead of the new rules for the 2017 tax year. Second, some changes to the itemization of an individual taxpayer’s deductions are on the way. Third, the legislative and budgetary environment in Washington makes it likely that, if a bill is passed, interpreting that bill’s provisions is going to be something of a guessing game– one accountant recently described to me the current state of the environment as being, “akin to the Wild West, where anything goes.” Read more »


December 13, 2017

Bitcoin 101: The Basics of Bitcoin

With rapid growth and a record-breaking year in 2017, bitcoin is making headlines. It’s consistently one of the top google searches, as people are trying to get a grasp of what it is and how it works. In our short video Bitcoin 101: The Basics of Bitcoin, Arnerich Massena’s Mitch Vogt, research analyst, provides some bitcoin fundamentals and answers basic questions about cryptocurrencies. Take a look at this 5-minute tutorial if you are curious about cryptocurrencies. We’ll continue to share our research as this story progresses; stay tuned for more.

Link to video here, or click the images below. Read more »


December 12, 2017

To our valued clients and friends, happy holidays from Arnerich Massena

They call finance people square and dull,

But we’ve made winter wonderful.

Click the link below so you can view

The holiday brick world we’ve built just for you.

(Click the image below to view our special video card.)

Our deepest gratitude to our clients and colleagues for being a part of the Arnerich Massena community and making 2017 another wonderful year. We are honored and grateful for your trust and continued confidence in us. Thank you for your support in helping to make our community outreach programs a success, making it possible for us to impact hundreds of children each year through our I AM Learning Partnership programs.

We wish you a joyful and jolly holiday season, and a very happy New Year!