Monthly Archives: December 2019

Add an Advance Directive to your New Year’s Resolutions

Saying final good-byes to loved ones is one of the most difficult parts of the human experience. These good-byes can be infinitely more difficult when the one saying good-bye is saddled with the responsibility of making end-of-life decisions for someone who can no longer communicate his or her wishes. The legal system has come up with a document to help give incapacitated individuals a say in these decisions. Most states call this document the Living Will or the Advance Directive. It is the most depressing multiple choice test you will ever take, as it poses a variety of end-of-life situations and asks the signer to indicate their wishes for each situation. This document is often combined with a medical power of attorney, depending on which state you live in. Read more »

Listen to the Podcast: Tectonic Shifts in the Investment Landscape: Investment Trends to Watch for in 2020

Join senior research analyst Arthur Coyne, CFA, and research analyst Melissa Liu as they talk about the coming cultural, economic, and political changes that may affect the investment landscape in 2020. Each year, we gather together our analytical team to talk about what we see as the major trends in culture, economics, and politics that could affect the investment landscape in the coming year. Out of that discussion, we compile our investment trends list; these are not intended to be investment recommendations, but are an interesting look into the potential future environment investors will face in the coming year. Read more »

Arnerich Massena Earns National Recognition for Leadership in Corporate Philanthropy

Arnerich Massena is pleased to announce that the firm is one of 20 financial advisory firms selected for the 2019 Invest in Others Charitable Champions List, which recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy among employees and financial advisors. Invest in Others received dozens of applications, which were evaluated blindly by a judging panel comprised of financial advisors. Applications were evaluated on criteria including employee benefits, company and employee philanthropic contributions, and philanthropic events and programs offered by the firms. Read more »

Tectonic Shifts in the Investment Landscape: Investment Trends to Watch For in 2020

Last year, we saw the first trillion-dollar companies; this year, we saw the beginning of billion-dollar IPOs, better known as unicorns. Last year, we talked about robotics and machine learning; this year, we’ve jumped to 5G, the Internet of Things, and quantum computing. Global uncertainty remains elevated, with a continued trade war with China; massive protests across areas like Hong Kong, France, Chile, and Iraq; and a pivotal Presidential election coming up in the U.S. The landscape for investors has already changed over the last year; what can investors expect going into 2020? Read more »

CARES Northwest/Randall Children’s Hospital Foundation wins ninety-nine girlfriends’ Family and Human Services Impact Award

Ninety-nine girlfriends, a collective giving organization of Portland women, has announced the 2019 winners of its Impact Awards! The winners span five categories, and each one will receive a $100,000 grant to move its mission forward in 2020. Grants are awarded based on member votes, and this year saw 95% voter turnout! We are very pleased to announce that the winner in the Family and Human Services Category is CARES Northwest (Child Abuse Response and Evaluation Services), our community’s child abuse response program supported by Randall Children’s Hospital Foundation! Read more »

Arnerich Massena Attends the 2019 National Conversation on Board Diversity

Portland is the newest city to host The 2019 National Conversation on Board Diversity, created by the 20% by 2020 Women on Boards organization. This global advocacy campaign is dedicated to raising awareness about gender balance on corporate and non-profit boards. The group helps to educate women, provide strategic networking and higher visibility, and ultimately educate all organizations about why diversity benefits companies, shareholders, and the economy. Having met their initial goal of 20% of board seats held by women in all Russell 3000 public companies in the U.S., they are expanding efforts to international markets. Read more »