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.
The CFA Society Portland hosted its 12th annual Investment Strategy Dinner on Feb. 1 at the Portland Art Museum. The gathering of more than 300 attendees, mostly CFA charterholders, featured keynote speaker Jeffrey Rosenberg, CFA, chief fixed income strategist for BlackRock, Inc. and a member of the BlackRock Investment Institute. Rosenberg discussed his outlook for 2018, particularly the impacts of the current environment on long-term fixed income potential. Read more
“Big Pink” — it’s 40 floors and 525 steps, and you can climb it as many as five times! Teams and individuals will join the Fight for Air Climb vertical foot race on February 11, helping to raise funds to support the American Lung Association. This is the 6th annual Fight for Air Climb, a fun event for serious athletes and non-athletes alike. Stair climbing is lower-impact than walking and provides a total body workout that’s easy on the joints. Read more
In November, Arnerich Massena was a lead sponsor for The Shooting Star Foundation’s inaugural fundraiser (photos below), helping to launch this organization in its mission to support families who have children with special needs. Now, thanks to the November fundraising, the Shooting Star Foundation has unveiled its new website, which will help the organization grow awareness and increase its impact. Read more
Arnerich Massena’s annual Giving Tree tradition is especially precious to us because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to help those families who are less fortunate. This year, Arnerich Massena employees shopped for 24 children from 12 different families. Combining necessities with a few fun items, we’re glad to have the opportunity to bring some joy and relief this holiday season. 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!
Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Investment Menu Construction. This paper is the third of a five-part series outlining retirement plan best practices; the series began with plan governance and plan design, and will also cover plan monitoring and participant education. In Investment Menu Construction, we look at how to build a retirement plan investment menu that will result in improved long-term participant outcomes. Read more
Umpqua Community College Foundation held their second annual Legacy Ball fundraiser on Friday, November 10. A masquerade ball, the event raised funds to “unmask the power of an education.” The evening celebrated UCC students and raised funds for scholarships endowed in the names of the Umpqua Nine, who lost their lives on October 1, 2015. Read more
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