October 20, 2017

Defined contribution retirement plan maximum contribution limit goes up for 2018

After two years of leaving contribution limits unchanged, the IRS has announced that contribution limits for 2018 will be raised from $18,000 to $18,500. Catch-up contributions for those age 50 and up will remain the same at $6,000. The limits to IRA annual contributions and IRA catch-up contributions will stay unchanged, at $5,500 and $1,000 respectively. Read more »


October 19, 2017

Freezing Your Credit

The recent theft of data on 145 million Americans at Equifax, combined with horror stories about the filing of fraudulent tax returns with the IRS, had me concerned about identity theft. As a result, I took an hour to review and secure my credit, the steps of which I outline below for those who might be interested in pursuing this measure.

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October 18, 2017

Arnerich Massena Sponsors Randall Children’s Hospital Foundation

The Randall Children’s Hospital Foundation and Legacy Health, in conjunction with Fred Meyer, hosted “#MyRCH: an evening to celebrate kids” on Friday, October 13, an event to raise money for the Randall Children’s Hospital Foundation. The Foundation supports the Randall Children’s Hospital at Legacy Emanuel, which is a regional leader in the care of infants, children, and teens. Arnerich Massena is a proud sponsor of this event: principals Terri Schwartz, Bryan Shipley, and Karl Hausafus attended. Terri Schwartz is also a member of the Board of Trustees of the Randall Children’s Hospital Foundation. Read more »


October 17, 2017

Arnerich Massena Senior Consultant Ryan Cunningham Moderates a Panel at the Pensions & Investments DC West Coast Conference

“Helping DC plan executives distill the key metrics, current priorities, and innovative solutions in order to best succeed, Pensions & Investment’s 2017 West Coast Defined Contribution conference is the industry-leading event that shows what plan sponsors are focusing on today,” states the P&I West Coast Defined Contribution conference agenda. Read more »


October 16, 2017

Legislative Updates: Third Quarter 2017

Tax Reform Efforts Persist

As noted in the second quarter legislative update, President Trump continues to press Congress to join together and pass tax reform. However, delays, distractions, and complications have considerably reduced any potential changes this year. We have seen other legislation take priority over tax reform to address the debt limit; fund the government; provide funds for disaster relief, and also to reauthorize the Federal Aviation Administration. Additionally, the U.S. budget deficit is proving to be a major obstacle to tax reform and could ultimately derail a tax reform plan. The GOP had hoped to use a budget reconciliation bill to move tax reform; however, this process is not likely to be successful, as sixty votes would be needed in the Senate to pass a tax reform package, which would require buy-in from some democrats. Read more »


October 13, 2017

October 10, 2017

Zero Mass Water – Capital and Hard Work Making a Difference

Sometimes we are reminded of just how profound the combination of capital and hard work can be in effecting changes in the world. Zero Mass Water, one of the investments in private equity venture 3×5 Partners LLC, recently had a launch event and they visited some of the sites where their devices were installed in Lebanon. If you haven’t heard of Zero Mass Water, the company builds a device called SOURCE, a solar panel that makes water out of moisture in the air. Using only solar energy, the device literally creates clean water out of thin air. Read more »


October 6, 2017

Arnerich Massena is Honored at Invest in Others Charitable Foundation Award Gala

As one of three finalists for the prestigious Invest in Others Corporate Philanthropy Award, Arnerich Massena was invited to attend the 11th Annual Invest in Others Award Gala in New York City. The event, on September 28, celebrated this year’s awards finalists and winners, and the outstanding contributions they have all made to their communities. Tony and Christine Arnerich were among the 4,000 attendees of this tremendous event! Read more »


September 21, 2017

September 19, 2017

3×5 Partners’ Annual Meeting Brings to Life “Investing in What the World Needs”

Over the last two decades, I have had the opportunity to work for several large financial institutions in Boston and Portland. Along the way, I have attended more investment meetings than I could possibly count – on everything from corporate bond funds to complicated variable annuity income riders – and heard hundreds of investment managers wax eloquently about why their investment tool was better than the next firm’s offering. At this stage of my career, I do not expect to walk out of these meetings feeling inspired about some new investment strategy, let alone the future of our little planet. This week’s 3×5 Partners’ Annual Meeting did just that, and then some. Read more »