Arnerich Massena is thrilled to be celebrating our 25th anniversary in November 2016, marking 25 years of passionate commitment to securing the future together. Thanksgiving seems a perfect time to extend our gratitude to everyone who has contributed to building and supporting our business over the last 25 years. In honor of this silver anniversary, we chose 25 Things to share with you in a short video – click the picture to view it.
“Wealth management is about how you invest and grow your assets, but it’s about more than that, encompassing vital tax services and important estate planning issues as well.” The Portland Business Journal brought together a panel of wealth management experts encompassing a variety of disciplines to provide some insight on how families can make the most of their assets. Arnerich Massena investment advisor, Reegan Rae, Certified Private Wealth Advisor®, joined the discussion as a panel member. Read more
Arnerich Massena’s Charitable Giving Strategies and Estate Planning Forum, held on November 15 at the Multnomah Athletic Club, was a tremendous success, with over 70 people in attendance. The forum opened up a vibrant dialogue around philanthropic giving strategies and questions. The discussion addressed topics including donor expectations, evaluating philanthropic organizations, and initiatives to venture philanthropy. Read more
Umpqua Community College Foundation held their inaugural Legacy Ball on Veterans’ Day this year, honoring all heroes who serve to support a stronger community. The Ball was intended as “a day of remembrance, a celebration of community coming together; with an opportunity to give and support our rebuilding.” Celebrants gathered at the Seven Feathers Casino on the evening of November 11 to dream together about the future of UCC. Read more
If you haven’t visited Arnerich Massena’s research library in a while, consider putting it on your to-do list when you have a bit of time. You may find some information gems among this research treasure trove. At Arnerich Massena, we believe in empowering investors, and we work to provide interesting, timely, and relevant information. Our white paper research offers in-depth looks at a range of investment and industry topics.
Following a historic election battle, the United States has selected Donald J. Trump as its 45th President. How will this decision impact global markets going forward, and what effects might we see here at home? Read more
Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Plan Governance. Read more