As we launch a brand new decade, it’s a good time to take a look back at where we are coming from and think about where we’re headed. In this podcast, Co-CEO and Co-CIO Bryan Shipley, CFA, CAIA, sits down with research analyst Ben Larsen to recap the markets in 2019 and discuss our outlook for the coming years. They take a deep dive into some of the market highlights of the year, and talk about what that means for investors and for our positioning going forward. In this Research Focus podcast, for those who want to take a deeper look into Arnerich Massena’s analytical process and thinking, you’ll hear about index concentration, investment style blurring, the flight to quality, frontier and emerging markets, impact investing trends, and more. Read more »
Over the past few years, the retirement plan industry has closely watched the progress and evolution of legislation designed to incentivize retirement plan creation and increase plan accessibility with the ultimate goal of helping American workers boost their chances of a secure retirement through tax-advantaged accounts.
The “Setting Every Community Up for Retirement Enhancement” Act (SECURE Act) legislation is the biggest overhaul of the industry since the Pension Protection Act of 2006, and changes will likely affect all retirees. After years of attempts to pass reforms, in late December, President Trump signed the SECURE Act into law. The goal of the new law is to make it easier for employers to help full- and part-time employees save through workplace retirement plans, ultimately helping prevent Americans from outliving their assets. Read more »
Arnerich Massena’s fourth quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CEO and co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; senior research analyst Arthur Coyne, CFA, provides a look at the fourth quarter of 2019, with an economic overview and market commentary, and investment and philanthropic advisor Katherine Fox, CFP®, CAP®, discusses what this means for client portfolios. Read more »
Our recent post about the SECURE Act addressed many of the provisions of the new law and discussed how these provisions will impact most taxpayers. In today’s post, I’d like to follow up with a discussion about how the SECURE Act affects the applicable rules in one specific area unique to families with substantial IRA assets: the elimination of the stretch IRA and its impact on conduit trusts. Read more »
The SECURE (Setting Every Community Up For Retirement Enhancement) Act was signed by President Donald Trump on December 20, 2019. This bipartisan legislation is the most substantial overhaul of U.S.-based retirement plans in over a decade and it contains changes that will affect all retirees, including the following: Read more »
The Portland Business Journal’s Leader Board introduces readers to the region’s newest executives. The Q4 2019 Leader Board identifies 18 new Portland-area executives that everyone should get to know in 2020, including Arnerich Massena’s Bryan Shipley, CFA, CAIA. Read more »