Monthly Archives: October 2019

Legislative Updates: Third Quarter 2019


As a reminder, in April, the House Ways and Means Committee voted to move forward with the “Setting Every Community Up for Retirement Enhancement” Act (SECURE Act) legislation. Concurrently, the Senate reintroduced similar provisions in the Retirement Enhancement and Savings Act (RESA). The SECURE Act, with its provisions to incentivize retirement plan creation and increase plan accessibility, is designed to help American workers boost their chances of a secure retirement. Read more »

Keeping Our Families Safe in a Cyberworld

As a parent with children in elementary and middle school, it isn’t uncommon for me to “enlighten” their lives by sharing those hardships I faced as a kid and then amusingly waiting for their reactions. Some of those reactions are certainly more priceless than others:

  • “Wait. You had to use an actual map like on paper in the car? But how would you know if one route was red? How did you not get lost all the time?”
  • “Wait. You used phone booths and had to memorize phone numbers? What??”
  • “So you’re telling me that not only were TV’s not flat and not HD, but that Netflix didn’t exist? Seriously?”

Kids now have nearly limitless access to information at their fingertips as compared with any generation before. Available technologies include Alexa, smartphones, laptops, tablets, smart TVs, and smartwatches, just to name a few. We live in a perpetually connected world that has the ability both to enrich our lives but also to do harm if misused and not properly managed. As parents, it is our responsibility to do what we can to protect our children and ourselves from those risks tied to the always-on, always-connected world we live in. The bad guys (hackers, identity thiefs, etc.) are out there and they aren’t going anywhere; they might be smart, but we can all do a few things to turn the tables and beat those bad guys at their game. Read more »

Arnerich Massena Celebrated the United Nations International Day of the Girl with a “Women in Business Leadership” Salon

Since 2012, the United Nations has celebrated the International Day of the Girl on October 11. This year, we wanted to honor the theme “With Her: A Skilled GirlForce,” with something special. Arnerich Massena and Impax Asset Management co-hosted a special happy hour salon, “Women in Business Leadership,” a celebration and discussion of women in business leadership positions. The event was held at The Nightwood Society in Portland, Oregon. Featured speakers Rani Borkar, vice president of Microsoft; Jenifer Canon, CAP®, vice president of business development at Pax Ellevate; and Katherine Fox, CFP®, CAP®, philanthropic and investment advisor at Arnerich Massena; shared insights about the impact women leaders are having on the long-term success of organizations around the globe. Read more »

Watch Arnerich Massena’s Third Quarter 2019 MarketCast

Arnerich Massena’s third quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CEO and co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; research analyst Ben Larsen provides a look at the third quarter of 2019, with an economic overview and market commentary, and senior wealth strategist Glen Goland, JD, CFP®, discusses what this means for client portfolios. Read more »

Arnerich Massena Sponsors The Portland Classic Handball Tournament

Arnerich Massena is a proud sponsor of the third annual Portland Classic/R48LTE 2019 Handball Tournament, which will be held at the Multnomah Athletic Club on October 19-20, 2019. The tournament is hosted by the World Players of Handball Foundation, the Alten Handball Foundation, and the Multnomah Athletic Club. Pacific Northwest handball champions Dalton Beall, Cody Townsend, and Aaron Garner will head to Portland to compete in the tournament, which also includes junior/collegiate divisions and master’s brackets. Nick Flores, Arnerich Massena performance measurement analyst, will be competing in the pro division! Read more »