Jewish Family & Child Service (JFCS) hosted its 6th Annual “Celebrating Our Caring Community” luncheon on April 17, 2018. The event featured keynote speaker Emily Wanderer Cohen, the daughter and grandchild of Holocaust survivors who now coaches generations of Holocaust survivors toward trauma resolution. Read more
Fifth Circuit Strikes Down Fiduciary Rule
In a two-to-one decision, the Court of Appeals for the Fifth Circuit vacated the Department of Labor’s (DOL) partially implemented Fiduciary Rule, including the “best interest contract” exemption and other exemptions. Read more
The girls of the I AM Learning Partnership, Arnerich Massena’s award-winning community service program, are getting inspired by learning about women business owners and entrepreneurs in action. On April 4, the club took a field trip to visit Lisa Tran, the owner of Tan Tan Café, at her restaurant in Beaverton. Read more
Chamber Music Northwest hosts its annual fundraising gala on April 21, 2018 at the Altabira City Tavern & Hotel Eastlund Ballroom. Event-goers will enjoy an old-fashioned indoor picnic and then a concert with wind quintet Imani Winds. The New-York-based group travel around the world dazzling audiences with music that bridges classical, American, African, and Latin American traditions. Read more
We’re pleased to announce that Reegan Rae, CPWA®, has been promoted to managing director of Wealth Management. Ms. Rae will be responsible for the strategic development of the firm’s Wealth Management Division, providing oversight of the firm’s services to private clients. Ms. Rae is a principal of the firm and sits on the company’s Board of Directors. She will also continue to serve Arnerich Massena clients in her role as a senior investment advisor. Read more
Over the last 20 years, the number of publicly traded companies in the U.S. has decreased by approximately 50%. The market has become highly concentrated, leaving investors access to the same, limited pool of investments. For this reason, many investors are turning to private markets in order to increase the diversification of their portfolios. If constructed properly, having exposure to private equity may enhance a portfolio’s return while reducing volatility.
On April 21, 2018, the Keller Auditorium will host the 2018 TEDxPortland event. With a rich history of spreading ideas, sharing knowledge, and building community in Portland, the eighth annual event, dubbed “Bridges,” promises innovation and inspiration. Check out this year’s lineup of speakers here. Read more