The girls of the I AM Learning Partnership, Arnerich Massena’s award-winning community service program, are getting inspired by learning about women business owners and entrepreneurs in action. On April 4, the club took a field trip to visit Lisa Tran, the owner of Tan Tan Café, at her restaurant in Beaverton. Read more
Chamber Music Northwest hosts its annual fundraising gala on April 21, 2018 at the Altabira City Tavern & Hotel Eastlund Ballroom. Event-goers will enjoy an old-fashioned indoor picnic and then a concert with wind quintet Imani Winds. The New-York-based group travel around the world dazzling audiences with music that bridges classical, American, African, and Latin American traditions. Read more
We’re pleased to announce that Reegan Rae, CPWA®, has been promoted to managing director of Wealth Management. Ms. Rae will be responsible for the strategic development of the firm’s Wealth Management Division, providing oversight of the firm’s services to private clients. Ms. Rae is a principal of the firm and sits on the company’s Board of Directors. She will also continue to serve Arnerich Massena clients in her role as a senior investment advisor. Read more
On April 21, 2018, the Keller Auditorium will host the 2018 TEDxPortland event. With a rich history of spreading ideas, sharing knowledge, and building community in Portland, the eighth annual event, dubbed “Bridges,” promises innovation and inspiration. Check out this year’s lineup of speakers here. Read more
“As violence and unrest looms over their country, Nadia and Saeed embark on a furtive love affair. As the city turns into a patchwork of checkpoints and bomb blasts, the couple begins to hear whispers about doors – doors that can whisk people far away, if perilously and for a price. As the violence escalates, Nadia and Saeed decide that they no longer have a choice. Leaving their homeland and their old lives behind, they find a door and step through.” This is the description of Exit West, by Pakistani writer Mohsin Hamid, this year’s selection for Everybody Reads. The book was one of The New York Times’ Top 10 books of 2017 and was on the Man Booker Prize’s 2017 shortlist. Read more
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.