Tony Arnerich was featured as the Social Impact Keynote speaker at the Bend Venture Conference, the largest Angel Conference in the Pacific Northwest. The event took place on October 19-20, 2017 in beautiful downtown Bend at the historic Tower Theatre. Tony discussed the transition from private wealth management to impact investing, and led into the Social Impact competition on Thursday afternoon to an audience of 600 investors, entrepreneurs, and fund managers. Read more
Arnerich Massena’s third quarter 2017 MarketCast is available for viewing. In this MarketCast, senior research analyst Arthur Coyne, CFA, discusses global economic trends and events over the third quarter of 2017. To view the MarketCast, visit http://arnerichmassena.com/about/investment-research.htm. Read more
The stock market is becoming a crowded place, with half as many U.S. stocks listed as there were 20 years ago. How can you stand out from the crowd? Take a look at our short video to find out how Arnerich Massena’s investment approach can help you build a legacy.
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Over the last two decades, I have had the opportunity to work for several large financial institutions in Boston and Portland. Along the way, I have attended more investment meetings than I could possibly count – on everything from corporate bond funds to complicated variable annuity income riders – and heard hundreds of investment managers wax eloquently about why their investment tool was better than the next firm’s offering. At this stage of my career, I do not expect to walk out of these meetings feeling inspired about some new investment strategy, let alone the future of our little planet. This week’s 3×5 Partners’ Annual Meeting did just that, and then some. Read more
Like a lot of Portlanders, I’ve recently spent a bit of money on fans and a portable air conditioning unit. Whether the hot streak is attributable to man-made climate change or merely to seasonal temperature spikes, the result is the same: sweaty days and uncomfortable nights.
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.
A recent survey from J.P. Morgan reveals that workers under the age of 30 want their employer to make financial decisions about their retirement savings! According to the survey, 69 percent of this younger group identify themselves as “do-it-for-me” investors, compared with 56 percent of those over age 30. And a whopping 82 percent want their employer to actually make their investment decisions for them (versus 73% for those over age 30)! Read more
The Federal Reserve has some plans for the coming year. In addition to the possibility of more rate hikes, The Fed is considering a start to unwinding the $4.5 trillion in bonds on the central bank’s balance sheet. In the March meeting of the Federal Open Market Committee, officials stated that the unwind is likely to begin this year, although no details about when or how were addressed. Read more
Arnerich Massena’s first quarter 2017 WebReport Market Update is available for viewing. In this WebReport, senior research analyst Arthur Coyne, CFA, provides a recap of the first quarter of 2017, covering domestic and global economic trends and events. 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