November 12, 2018

Rolling Your Retirement Plan into an IRA

A ten-year bull market in U.S. equities, low unemployment, and an increase in the savings rate have led to dramatic increases in 401(k) balances for many American families. There are a number of reasons why a retiree would roll their savings out of his or her company’s retirement plan (most of our clients do so in order to access an expanded universe of investment options). However, there are some planning factors that ought to be considered beforehand: Read more »


November 9, 2018

Arnerich Massena’s Impact Investing Program Featured in Oregon Business Magazine’s “Bringing the Future to Investors”

“With its third white paper on the topic and award-winning research, Arnerich Massena is redefining ‘impact investing,’ offering investors the opportunity to make a positive global impact with the potential to achieve a market or above-market-rate return.” So begins reporter Harris Newman’s article, “Bringing the Future to Investors,” focused on the story of Arnerich Massena’s impact investing journey. Read more »


November 6, 2018

November 5, 2018

November 1, 2018

An Anxious October: A note from Arnerich Massena co-CIO Bryan Shipley, CFA, CAIA

October saw stock markets across the globe suffer one of the sharpest monthly declines since the global financial crisis in 2008. With the exception of stable, dividend-oriented sectors like REITs and Utilities, nearly the entire market experienced lower stock prices during the month. High growth stocks experienced the most acute pain, with price drops striking market darlings such as Amazon, Netflix, and Google, but even longstanding industrial stocks suffered double-digit losses in some instances. Read more »


October 30, 2018

Arnerich Massena Publishes New White Paper: Keeping College Affordable: How to Fund Public University Obligations in a Low-return Environment

Arnerich Massena’s newest white paper, Keeping College Affordable: How to Fund Public University Obligations in a Low-return Environment, examines the drastic decrease in public funding for state universities, asking the question: what can public colleges do to keep college affordable, and find the dollars they need to fund not only ongoing operations, but future investment as well? This paper takes a look at how to recoup those funding losses through strategies in spending, fundraising, and investment. Read more »


October 24, 2018

Legislative Updates: Third Quarter 2018

Student Loan Repayment Benefit Approved by IRS in Private Letter Ruling

On August 17, 2018, the Internal Revenue Service (IRS) released a Private Letter Ruling (PLR) approving employer 401(k) matching contributions based on an employee making student loan payments. The PLR approves a benefit for a workforce that is increasingly burdened with student loan debt, and is the latest in an overarching effort of government and employers to help relieve this burden. Read more »


October 17, 2018

October 15, 2018

October 11, 2018

Senior Consultant James Ellis Moderating a Panel at P&I DC West Conference

Arnerich Massena senior consultant James Ellis, CFA, will be moderating a panel at the upcoming Pensions & Investments West Coast Defined Contribution Conference. The conference, running from October 21 to October 23 in San Diego, CA, will help keep plan sponsors up to date on DC industry trends and best practices. The event will kick off with keynote speaker Joseph Coughlin from MIT discussing longevity economics and how “the new business of old age will change retirement and financial services.” Read more »