The Department of Labor’s (DOL) fiduciary rule passed in 2016, but has met with numerous obstacles and delays throughout its implementation. On March 15, the Fifth Circuit Court of Appeals overturned it completely, ruling that it represents overreach by the Department of Labor. The decision, which reversed an earlier district court ruling in favor of the regulation, states that the DOL exceeded its statutory authority in issuing the rule. The new ruling suggests that oversight of this issue should fall under the purview of the U.S. Securities and Exchange Commission (SEC). Read more
Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Plan Monitoring. This paper is the fourth of a five-part series outlining retirement plan best practices; the series began with Plan Governance, Plan Design, and Investment Menu Construction, and will conclude by covering participant education. Plan Monitoring examines best practices for a retirement plan sponsor in maintaining and monitoring their plan over time. Read more
FYI is the new quarterly newsletter bringing you the inside news from Arnerich Massena’s Wealth Management team. In this inaugural issue, find out how the new tax bill will affect your charitable giving and education funding, financial planning tips for the New Year, a bit about our analysts’ recent trip to the far side of the world, and more. Click the image below to read the first quarter issue of FYI.
FYI_Q1 2018 Read more
Arnerich Massena’s year-end 2017 MarketCast is available for viewing. In this MarketCast, senior research analyst Arthur Coyne, CFA, discusses global economic trends and events over 2017. To view the MarketCast, visit http://arnerichmassena.com/Research-Resources/http://arnerichmassena.com/Research-Recources/. Read more
They call finance people square and dull,
But we’ve made winter wonderful.
Click the link below so you can view
The holiday brick world we’ve built just for you.
(Click the image below to view our special video card.)
Our deepest gratitude to our clients and colleagues for being a part of the Arnerich Massena community and making 2017 another wonderful year. We are honored and grateful for your trust and continued confidence in us. Thank you for your support in helping to make our community outreach programs a success, making it possible for us to impact hundreds of children each year through our I AM Learning Partnership programs.
We wish you a joyful and jolly holiday season, and a very happy New Year!
On the picture-perfect afternoon of August 12th, sunny and warm but thankfully not too hot, the Arnerich Massena polo team won the championship match versus their worthy opponents Do503. Tony Arnerich had the honor of delivering the trophy on the field amid the players and horses. The dresses were colorful, the hats even more so, and everyone turned out in style. Guests enjoyed the matches, a divot stomp, food, and wine, all culminating with live performances from Bruce Hornsby and the Noisemakers and Redray Frazier. And the Arnerich Massena tent enjoyed a surprise visit from Portland Trail Blazer Damian Lillard! Thank you to everyone who joined us in the Arnerich Massena tent to make it the event of the summer! Read more
Join us in the Arnerich Massena Hood to Coast FAR for Health (Firm Assets Running for Health) fundraiser! We are dedicating this year’s Hood to Coast race to two of our families who have experienced tragedies over the last six months. In honor of Jeff Van Damme, Krist Van Damme’s husband, and Don Mirich, Peg Terry’s partner, our team, Firm Assets, is raising money to support the Cole Parker Randall Foundation, which supports families with children facing difficult medical challenges and contributes to ongoing research in pursuit of a cure for spinal muscular atrophy. Read more
Arnerich Massena is in the top three of the 2017 List of Oregon & SW Washington Money Management Firms published by The Portland Business Journal. The list is featured as part of The Portland Business Journal’s “2017 Wealth Management & Financial Services Guide.” Read more
Arnerich Massena’s second quarter 2017 MarketCast is available for viewing. In this MarketCast, senior research analyst Arthur Coyne, CFA, discusses global economic trends and events over the second quarter and first half of the year. To view the MarketCast, visit http://arnerichmassena.com/about/investment-research.htm.
Arnerich Massena sponsored Chamber Music Northwest’s recent “Romantic Works” concert at the Kaul Auditorium at Reed College. Chamber Music Northwest hosts chamber music concerts throughout Oregon and Southwest Washington, including summer and winter festivals. Read more