June 26, 2017

Extended Portability of Estate Tax Exemptions

There is nothing more terrifying to a young attorney than making a clerical error that ends up wasting a lot of the senior partners’ billable time. This is a difficult risk to manage, as every case has its own set of issues and deadlines, many of which the firm may be liable for if not handled properly. The one that got me as a young associate attorney was a missed estate tax deadline. Thankfully for me, so many attorneys across the country made the same error (and continue to do so), that the IRS has provided a “do-over” for all estates of individuals who have passed away since 2011. With the new IRS rules now in place, this error never would have happened. Read more »

June 15, 2017

Arnerich Massena Publishes New White Paper: Putting Your Mission First: Why non-profits are choosing discretionary advisory services

Putting Your Mission First: Why non-profits are choosing discretionary advisory services is the newest white paper offering from Arnerich Massena, providing research and a discussion about how a discretionary model of investment advisory services can benefit non-profit organizations. “A growing number of non-profit organizations are switching to a discretionary approach to investment services,” says Terri Schwartz, managing director of business development and contributor to the paper. “We want to help organizations understand why the shift is happening and what it may mean for them.” Read more »

June 13, 2017

Arnerich Massena Sponsors Polo Noir, the Event of the Summer!

Break out the derby hats and fancy summer clothes! Polo Noir is coming up on August 12, 2017 at the Hidden Creek Polo Club in West Linn, Oregon. This second annual Portland polo event promises to be festive and full of excitement. Activities will begin at noon and stretch into the evening, including two polo matches, a divot stomp, music, food, and Oregon wine. Polo Noir will feature a live musical performance from Bruce Hornsby and the Noisemakers and Redray Frazier! As with last year’s event, Polo Noir is committed to supporting the Children’s Cancer Association and Harper’s Playground. Read more »

June 6, 2017

Arnerich Massena’s Charitable Planning and Impact Investing Featured in Oregon Business Magazine

“Portland investment advisory firm Arnerich Massena helps high net worth clients grow their assets. Then, when it’s time, Arnerich Massena helps them share the wealth.” The Oregon Business Magazine article, featured in the June issue, illustrates two pathways for making an impact: philanthropic giving and impact investing, and explains how Arnerich Massena facilitates both. Read more »

June 1, 2017

Another Lawsuit Claiming Breach of Fiduciary Duty

The new lawsuit against the University of Chicago filed by retirement plan participants on May 18 in Illinois can serve as a reminder of the critical importance of fiduciary responsibility. Plaintiffs are suing the University of Chicago for breach of fiduciary duty, alleging that the college failed in its fiduciary duty, resulting in excessive administrative and investment fees and fund underperformance. The University of Chicago’s retirement plans in aggregate have over $3 billion in assets and more than 36,000 participants.

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May 26, 2017

Younger workers don’t want to sweat investment decisions

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 »

May 17, 2017

Arnerich Massena’s I AM Learning Partnership prepares for its summer programs

Arnerich Massena’s I AM Learning Partnership is preparing to celebrate some endings and also some exciting new beginnings. Our 2016-17 school-year programs at Irvington School are concluding as we rapidly approach the last day of school. This year, the programs helped more than 100 Irvington students improve their skills in reading, math, science, and homework completion, while also providing mentorship to adolescent girls. Read more »

May 16, 2017

May 11, 2017

May 5, 2017

Arnerich Massena Attends The Western Association of College and University Business Officers (WACUBO) Annual Conference

April 30th through May 3rd marked the 2017 Annual WACUBO conference, in which college and university business officers gathered in Seattle, WA for professional development, networking, and exploring issues and trends in higher education. Arnerich Massena’s Terri Schwartz and Ryland Moore attended WACUBO to speak to higher education business professionals and learn more about the issues and challenges they face. Read more »