February 14, 2019

Arnerich Massena’s Senior Wealth Strategist Glen Goland, JD, CFP Speaking at Legacy Health’s Planning Giving Seminar

Legacy Health will be hosting an estate planning seminar on inheritance, presented by Legacy Health’s Office of Philanthropy, and Arnerich Massena’s senior wealth strategist Glen Goland, JD, CFP, is the featured speaker. The seminar will be held on Thursday, February 28, 2019 from 11 a.m. to noon at the Lorenzen Conference Center at Legacy Emanuel Medical Center (2801 N Gantenbein Avenue, Portland, Oregon). Mr. Goland will discuss topics such as including how to ensure assets stay with your family, what to do now to prepare for a future inheritance, and everything you should know about being the executor of an estate. Read more »


February 13, 2019

Keeping College Affordable

Arnerich Massena recently released a white paper that outlines solutions to funding public university operating budgets in light of lower public funding sources at the state and local levels. Increasing tuition has provided relief to budget funding, but this solution comes at a high, undesirable cost to society. In order to solve this significant challenge, the paper identifies the following key solutions: Read more »


February 11, 2019

Understanding Leading and Lagging Indicators

It can be easy to conflate the stock market and the economy, and we’ve seen this happen particularly over the past few years with the combination bull market and strong U.S. economy. People have begun to associate them together. But not only are they not the same thing, the relationship between them may not be as straightforward as many people think. Understanding how economic indicators and stock prices are related can be important when it comes to recognizing market opportunities. Particularly as we come to what may be a turn in the market cycle, understanding indicators and what they show us can help us to be prepared.

Stock analysts divide indicators into two main categories as they relate to stock prices and/or the economy:

  • Lagging indicators: A measurable economic factor that changes only after the economy has begun to follow a particular pattern or trend
  • Leading indicators: Any economic factor that changes before the rest of the economy begins to go in a particular direction

Read more »


February 8, 2019

Arnerich Massena Hosts Successful Event: Private Equity: Why, What, How?

How can private equity support your portfolio goals, and how can you build a thoughtful, long-term strategy? Private Equity: Why, What, How? The Role of Private Equity in a Portfolio brought together a panel of private equity experts for an in-depth discussion of private equity investing to help answer these questions. The event, hosted by Arnerich Massena at the Multnomah Athletic Club on January 31, was an interesting and informative journey into the world of private equity. Read more »


February 6, 2019

Arnerich Massena’s Year-End Podcast: What happened in 2018 and what does that mean for 2019?

Arnerich Massena is pleased to introduce our first Research Focus podcast, in which we take a deep dive into our investment research and share our thoughts on the market landscape and investment topics. In this inaugural Research Focus podcast, “What happened in 2018 and what does that mean for 2019?” co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt take a look at what happened last year, and where that leaves us as we move forward into this year. Read more »


February 1, 2019

January 29, 2019

Listen to Part 1 of Arnerich Massena’s Impact Investing Podcast Series

Following the publication of our recent white paper, Impact Investing: Why, What, How? we have been excited to discover that people are deeply interested in the opportunities we are presenting and what it could mean both for their portfolio and for the world. We wanted to dive in a little deeper and share some of our knowledge and passion firsthand. To that end, we’re pleased to introduce Arnerich Massena’s Impact Investing Podcast Series. In this series of podcasts, we’ll explore impact investing from a variety of different angles, including the history of our research, the basics of what impact investing is, and what thematic opportunities we are focusing on. Read more »


January 25, 2019

Arnerich Massena Announces New Service Offering: Philanthropic Services

Arnerich Massena is excited to announce the addition of philanthropic advising to our service model. Philanthropy is a fundamental component of the company’s corporate philosophy and vision, and the firm shares this passion with clients by providing guidance tailored to help them build and implement a unique philanthropic strategy. Read more »


January 23, 2019

Legislative Updates: Fourth Quarter 2018

EXPANDING AND RETAINING ACCESS TO WORKPLACE RETIREMENT PLANS

In August, President Trump issued an executive order (EO) designed to broaden the availability of workplace retirement plans, especially for smaller employers who may be limited by rules and regulations, as well as to potentially limit unnecessary costs and burdens that may hinder the formation of the plans, with the ultimate goal being to strengthen retirement security in America. The EO further mandated that the Secretary of Labor examine the regulations on required minimum distributions from retirement plans as they relate to life expectancy and distribution periods. Read more »


January 17, 2019

Watch Arnerich Massena’s Fourth Quarter, Year-End 2018 MarketCast

Arnerich Massena’s fourth quarter and year-end 2018 MarketCast is available for viewing. In this MarketCast, Co-CIO Bryan P. Shipley, CFA, CAIA, introduces senior research analyst Arthur Coyne, CFA, who provides context and commentary on market activity over the year and the fourth quarter, and investment advisor Kate Deines, discussing what this means for client portfolios. Read more »