July 29, 2019

Arnerich Massena Announces Consultant Luka Arnerich Has Earned the Chartered Alternative Investment Analyst (CAIA®) Designation

We are pleased to announce that consultant Luka Arnerich has earned his Chartered Alternative Investment Analyst® (CAIA®) designation. The CAIA® designation is the globally recognized credential for professionals managing, analyzing, distributing, and regulating alternative investments, and demonstrates deep knowledge, expertise, and credibility in alternative investing. Read more »


July 26, 2019

Ryland Moore and Melody Behnke Attend Sustainability Salon Hosted by Impax and Ceres

Impax Asset Management and sustainability nonprofit Ceres hosted “Climate Investments and Corporate Sustainability Innovations” on July 16, a gathering of leaders from the investment, business, and nonprofit communities to dialogue about investments and innovations. Featured speakers included Tobias Read, Oregon State Treasurer; Molly Ono, director of Impax Asset Management; and Kirsten Spalding, senior department director, investor network, from Ceres. Read more »


July 24, 2019

Arnerich Massena’s I AM Learning Partnership Girls’ Club members come back to work at summer school more than a decade later!

Kara Moten and Khadija Bruce are assistant coordinators for Arnerich Massena’s I AM Learning Partnership’s Summer School program this year, but they aren’t just any teachers. Both were part of the I AM Learning Partnership programs back in 2006! They’ve now become educators, and have returned to Irvington Elementary to work with Arnerich Massena community service coordinator Kate DeGraw in a place that they say feels like home. Read more »


July 22, 2019

Legislative Updates: Second Quarter 2019

IMPACT OF EARLY WITHDRAWALS FROM RETIREMENT PLANS AND IRAS

In late April, the Government Accountability Office (GAO) published a report on early withdrawals from retirement plans and IRAs. The report examined and reported on the number and amount of early withdrawals, factors leading up to them, and strategies and policies to limit early withdrawals. Examining individuals in their prime working years (ages 25 to 55), the GAO found that individuals withdrew at least $69 billion of retirement savings, resulting in those plan participants and IRA owners paying more than $6 billion in tax penalties associated with these withdrawals. Read more »


July 19, 2019

Arnerich Massena Ranks in the Top 3 of The Portland Business Journal’s List of Oregon & SW Washington Money Management Firms

Arnerich Massena is listed in the top three of the 2019 List of Oregon and SW Washington Money Management Firms published by The Portland Business Journal. This marks the sixth consecutive year Arnerich Massena has been one of the top five firms listed. The list will be featured as part of The Portland Business Journal’s “2019 Wealth Management & Financial Services Guide.” Read more »


July 17, 2019

Watch Arnerich Massena’s Second Quarter 2019 MarketCast

Arnerich Massena’s second quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; senior research analyst Arthur Coyne, CFA, provides a look at the second quarter of 2019, with an economic overview and market commentary, and senior investment advisor Reegan Rae, CPWA®, discusses what this means for client portfolios. Read more »


July 15, 2019

Arnerich Massena Publishes White Paper Guide Series: Private Equity: Why, What, How?

 

We are pleased to announce the publication of a new white paper guide series: Private Equity: Why, What, How? This three-part guide provides investors with the fundamental information they need to understand what private equity is, how the opportunity set is categorized, the unique risks and benefits for the asset class, and how to build a successful private equity strategy. With Arnerich Massena’s specialized expertise in and long history of private equity investing, the firm offers their knowledge and insights to investors wishing to better understand the opportunities in private markets. Read more »


July 12, 2019

Reegan Rae Featured in Oregon Quarterly Class Notes

If you didn’t know that Reegan Rae, CPWA®, managing director of wealth management and firm principal, was an Oregon Duck, you will now! A University of Oregon Class of ’03 alumna, she is featured in the Summer 2019 issue of the Oregon Quarterly (the 100th Anniversary issue!) Author Matt Cooper delves into “The Psychology of Success” and how “the line from a psychology degree to wealth management is straighter than you might think” in his interview of Reegan as a class notable. Read more »


July 10, 2019

July 8, 2019

Arnerich Massena Announces Philanthropic Advisor Katherine Fox Has Earned the Chartered Advisor in Philanthropy (CAP®) Designation

We are pleased to announce that philanthropic advisor and planner Katherine Fox, CFP®, CAP®, has earned her Chartered Advisor in Philanthropy (CAP®) designation. The CAP®, administered through the American College of Financial Services, is an advanced charitable giving curriculum providing advisors with the knowledge they need to help clients clarify what they wish to accomplish for themselves, for their heirs, and for society; to evaluate the amount, structure, and impact of charitable gifts; and to integrate charitable strategies into their financial plan, business exit strategy, and/or estate plan. Read more »