“I’m a recovering attorney. Now, I do wealth planning for folks,” Glen Goland, JD, CFP®, is quoted in The Portland Business Journal’s Family Caregiver Summit special insert of its March 24, 2017 issue. Glen participated on a panel, “Navigating Care & Finance for the Aging Parent,” a discussion about how to protect your assets and manage investments as family members age. Read more
Glen Goland, JD, CFP®, senior wealth strategist, will bring his estate planning expertise to The Portland Business Journal’s upcoming Family Caregiver Summit. This event serves as a resource for caregivers taking care of aging parents. One of the most critical aspects of caregiving is navigating finances and creating a well-constructed estate plan. Glen will join Megan Hewitt from the Attorney General’s Office for the panel “Navigating Care & Finance for the Aging Parent,” a discussion about how to protect your estate and prepare your investments. Read more
The 33rd Annual Classic Wines Auction was held on March 4th at the Oregon Convention Center. The event, which featured a tasting reception, dinner, and silent auction, raised funds for five non-profit partners. Recipients of this year’s fundraising included Metropolitan Family Service, New Avenues for Youth, Friends of the Children, YWCA Clark County, and the Unity Center for Behavioral Health. Read more
Arnerich Massena’s fourth quarter 2016 WebReport Market Update is available for viewing. In this WebReport, senior research analyst Arthur Coyne, CFA, provides a recap of the fourth quarter of 2016, covering domestic and global economic trends and events. Read more
Oregon Business Magazine publishes its Power Book each year, featuring lists of the top companies across a number of industries. Arnerich Massena is spotlighted among the top three Financial Planners/Money Managers, and is the top local firm on the list. Read more
The Portland Business Journal’s Book of Lists 2016-17 was published at the end of December, including the list of Oregon and SW Washington Money Management Firms. Arnerich Massena appears in the top three of 39 money management firms, and is the top local firm on the list. Read more
The Christmas tree in Arnerich Massena’s office had presents pouring out around it, but just for a short time; the multitude of packages was delivered to 18 families with 39 children in the Irvington neighborhood. This year’s Giving Tree brought necessities and a little joy to children who needed it this year. The winter weather postponed delivery temporarily, but the gifts have now made their way to their designated recipients. Read more
Educating our children is a tremendously valuable investment we can make in the future of our community, our country, and our planet.
Most of our clients know about Arnerich Massena’s successful I AM Learning Partnership, but additionally, for more than 15 years, we have worked with The Library Foundation, an impressive local non-profit that helps Multnomah County Library create innovative literacy and learning programs that reach thousands of at-risk children across our community, including kids at Irvington School. Read more
Arnerich Massena is thrilled to be celebrating our 25th anniversary in November 2016, marking 25 years of passionate commitment to securing the future together. Thanksgiving seems a perfect time to extend our gratitude to everyone who has contributed to building and supporting our business over the last 25 years. In honor of this silver anniversary, we chose 25 Things to share with you in a short video – click the picture to view it.
“Wealth management is about how you invest and grow your assets, but it’s about more than that, encompassing vital tax services and important estate planning issues as well.” The Portland Business Journal brought together a panel of wealth management experts encompassing a variety of disciplines to provide some insight on how families can make the most of their assets. Arnerich Massena investment advisor, Reegan Rae, Certified Private Wealth Advisor®, joined the discussion as a panel member. Read more