Monthly Archives: February 2019

Should Your Plan Engage in Fee Leveling?

Are participants paying their fair share of your plan’s recordkeeping and administrative fees? It may not be apparent, but the way some plans are structured, one participant may be paying far more in plan fees than another. A lack of transparency around fees for services provided can make this topic complex and lead to problems for fiduciaries, who often aren’t even aware of unfair fee practices. How can plan sponsors make sure fees are distributed evenly across your participants? Consider a process called “fee leveling,” which we consider a best practice for retirement plans. Read more »

Listen to Part 2 of Arnerich Massena’s Impact Investing Podcast Series: What is impact investing and why is it worth your attention?

We recently posted part 1 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research. We’re pleased to now present part 2, in which we look at what impact investing is and why it’s worth your attention. Co-CIO Bryan Shipley, CFA, CAIA, and investment advisor Ryland Moore discuss everything from definitions to long-term trends, as they share their insights on the impact marketplace, its evolution, and why it’s so important right now. Read more »

Arnerich Massena’s Senior Wealth Strategist Glen Goland, JD, CFP Speaking at Legacy Health’s Planning Giving Seminar

Legacy Health will be hosting an estate planning seminar on inheritance, presented by Legacy Health’s Office of Philanthropy, and Arnerich Massena’s senior wealth strategist Glen Goland, JD, CFP, is the featured speaker. The seminar will be held on Thursday, February 28, 2019 from 11 a.m. to noon at the Lorenzen Conference Center at Legacy Emanuel Medical Center (2801 N Gantenbein Avenue, Portland, Oregon). Mr. Goland will discuss topics such as including how to ensure assets stay with your family, what to do now to prepare for a future inheritance, and everything you should know about being the executor of an estate. Read more »

Keeping College Affordable

Arnerich Massena recently released a white paper that outlines solutions to funding public university operating budgets in light of lower public funding sources at the state and local levels. Increasing tuition has provided relief to budget funding, but this solution comes at a high, undesirable cost to society. In order to solve this significant challenge, the paper identifies the following key solutions: Read more »

Understanding Leading and Lagging Indicators

It can be easy to conflate the stock market and the economy, and we’ve seen this happen particularly over the past few years with the combination bull market and strong U.S. economy. People have begun to associate them together. But not only are they not the same thing, the relationship between them may not be as straightforward as many people think. Understanding how economic indicators and stock prices are related can be important when it comes to recognizing market opportunities. Particularly as we come to what may be a turn in the market cycle, understanding indicators and what they show us can help us to be prepared.

Stock analysts divide indicators into two main categories as they relate to stock prices and/or the economy:

  • Lagging indicators: A measurable economic factor that changes only after the economy has begun to follow a particular pattern or trend
  • Leading indicators: Any economic factor that changes before the rest of the economy begins to go in a particular direction

Read more »

Arnerich Massena Hosts Successful Event: Private Equity: Why, What, How?

How can private equity support your portfolio goals, and how can you build a thoughtful, long-term strategy? Private Equity: Why, What, How? The Role of Private Equity in a Portfolio brought together a panel of private equity experts for an in-depth discussion of private equity investing to help answer these questions. The event, hosted by Arnerich Massena at the Multnomah Athletic Club on January 31, was an interesting and informative journey into the world of private equity. Read more »

Arnerich Massena’s Year-End Podcast: What happened in 2018 and what does that mean for 2019?

Arnerich Massena is pleased to introduce our first Research Focus podcast, in which we take a deep dive into our investment research and share our thoughts on the market landscape and investment topics. In this inaugural Research Focus podcast, “What happened in 2018 and what does that mean for 2019?” co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt take a look at what happened last year, and where that leaves us as we move forward into this year. Read more »