April 9, 2019

What do you do when your adult children can’t stand on their own financial feet?

I recently wrote a blog post about some of the challenges parents face when allocating money between spending on their children and saving for their own retirement. In this post, we’ll look at a specific scenario that we see fairly often as financial planners: clients with adult children who have not successfully launched their own financial lives. This picture can be painted with many different brushes — in some instances, parents may be helping children through a temporary bind as they fall on hard times, or in some cases, the adult child has been sheltered from real-world economic decisions and is facing a steep learning curve — but at the end of the day, the analysis is the same: how is the extra support for children impacting the parents’ ability to maintain their own lifestyle? Read more »


April 5, 2019

Does my child need this? Helping parents with the difficult challenges that arise when it comes to kids and spending

The recent college admission scandal has brought to light a subject many financial planners are all too familiar with: parents will sometimes go to ridiculous lengths to support their children. While the headlines may be dominated by the Hollywood names involved in college admission schemes, parents taking unreasonable financial risks for their children is an issue lurking just beneath the surface in many families. Read more »


April 1, 2019

Arnerich Massena’s Katherine Fox Featured in Portland Business Journal’s Estate and & Charitable Planning Guide

Arnerich Massena’s philanthropic advisor, Katherine Fox, introduces Portland Business Journal readers to the idea of philanthropic advising in an article that recently appeared in the Journal’s Estate & Charitable Planning Guide. In “Deepening Relationships Through Philanthropic Advising,” Katherine Fox discusses why this service is important and how it can fulfill clients’ long-term needs. “Our belief in the power of philanthropy led us to create our newest service offering: comprehensive philanthropic advising focused on empowering our clients to become more effective, educated, and engaged donors,” she notes in the article. “As advisers with a deep knowledge of the principles that guide effective non-profits and extensive experience conducting due diligence on a wide variety of organizations, our skill set makes us uniquely positioned to help clients access and evaluate the non-profit landscape within their chosen issue area.” Read more »


March 27, 2019

Arnerich Massena’s Director of HR Alicia Johnston Discusses the Wellness Gap in The Portland Business Journal

What do employer benefits look like these days, and what role do they play in attracting and retaining talent? Alicia Johnston, director of HR, was recently featured in The Portland Business Journal article, “How Oregon Works: Alicia Johnston of Arnerich Massena on bridging the wellness gap,” in which she spoke with managing editor Andy Giegerich about these and other benefits issues. Read more »


March 22, 2019

Arnerich Massena Launches Diversity and Inclusion Committee

Arnerich Massena recently published a white paper about the importance of having gender balance in your advisory team, but we understand that gender is only part of the diversity story. As a firm, we recognize the value of diverse perspectives and how differences in age, gender, background, race, political opinion, sexual orientation, religious beliefs, and physical ability (among others) can contribute to greater innovation, better decision-making, and improved long-term outcomes. We are deeply committed to fostering an inclusive culture that recognizes and appreciates the value of all voices. This is why the firm has launched an internal Diversity and Inclusion Committee, tasked with supporting Diversity and Inclusion values and initiatives and providing education and resources for the firm. Read more »


March 19, 2019

March 13, 2019

Listen to Part 3 of Arnerich Massena’s Impact Investing Podcast: Impact Investment Themes

We recently posted part 1 and part 2 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research, and then discussed what impact investing is and why it’s drawing attention from investors. We’re pleased to now present part 3, in which we look at specific investment themes Arnerich Massena has identified in the impact space, and what opportunities we see for investors in these thematic areas. Co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt discuss water, food and agriculture, resource efficiency, and life sciences/healthcare. Read more »


March 11, 2019

Arnerich Massena Publishes White Paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success

We are pleased to announce the publication of a new white paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success. While other industries are beginning to see a greater balance between men and women, the financial services industry continues to be heavily male dominated. This paper discusses why the investment industry would benefit from including more female financial professionals and how to foster that change. Read more »


March 7, 2019

What do surviving spouses need to know about estate planning?

One of the harder parts of the financial planning profession is working with families following the death of a loved one. Administering a decedent’s will or trust, dividing and distributing assets, and the filing of estate tax returns involves a coordinated effort between the family’s financial, legal, and tax teams. The surviving spouse can be overwhelmed, particularly if they are not familiar with the investment, tax, or legal structure of the family finances. Read more »


March 4, 2019

How to engage with the next generation of donors

You’ve spent years – decades – building a strong donor base, but now your donors are passing their wealth to the next generation. You know this cohort has different values, different forms of communication, and a different way of being in the world. How do you learn to connect with this new generation, and build new relationships that will establish your next decade of donors?

 Our infographic provides some tips that can help: Read more »