February 3, 2020

Read First Quarter 2020 Issue of FYI: The Inside News from Arnerich Massena’s Wealth Management Team

Bringing you the inside news from Arnerich Massena’s Wealth Management Team

The SECURE Act: New provisions that may affect your retirement planning

The SECURE (Setting Every Community Up For Retirement Enhancement) Act was signed by President Donald Trump on December 20, 2019. This bipartisan legislation is the most substantial overhaul of U.S.-based retirement plans in over a decade. In this article from senior wealth strategist Glen Goland, JD, CFP, read about the changes contained in this legislation that will affect most retirees. Read more here

Practical Planning: Tax Deadlines

The time between New Year’s and Tax Day is often a confusing one for taxpayers, as some tax-related items have deadlines that sync with the calendar year while others do not have to be done until mid-April. In this article, we provide a few issues you ought to have in mind as you prepare your returns this year. Read here for more.

 

Analytics Update: 2020 Travel Plans
Our analysts travel all over the world in search of the managers who will best serve our client portfolios. We continue to feel strongly that meeting face to face with our managers – and even sometimes with underlying companies – is a significant differentiator in our ability to select expert managers and monitor their more qualitative aspects. In the first part of 2020, we have some exciting research & analytics travel plans to share. Read more here. 

 

Philanthropy Focus: Clackamas Community College Foundation

“What can college do to prepare students?” ~ Tim Cook, president of Clackamas Community College
This may be a reversal from the usual approach in which students are asked to prepare for college, but it illustrates the thinking behind Clackamas Community College Foundation’s philosophy and demonstrates how they are able to make a profound difference for Oregon students and the community. Read more about the work Clackamas Community College Foundation is doing here.

 

Partnering in Our Community: Ryland Moore’s Service to the Community

Director of business development and investment advisor Ryland Moore is committed to his community and serves several non-profit organizations, including the Oregon Wildlife Foundation, Parkinson’s Resources of Oregon, The Freshwater Trust, and Cascade Pacific Council/Boy Scouts of America. Learn what Ryland loves about these organizations in this article here