February 1, 2019

Read FYI, the inside news from Arnerich Massena’s Wealth Management Team

Introducing Philanthropic Advising at Arnerich Massena

Arnerich Massena is excited to announce the addition of philanthropic advising to our service model. Philanthropy is a fundamental component of the company’s corporate philosophy and vision, and the firm shares this passion with clients by providing guidance tailored to help them build and implement a unique philanthropic strategy.

In this article, philanthropic advisor Katherine Fox shares a little bit about what philanthropic advising is and how it can guide you to successful and effective charitable giving that makes a meaningful impact and matches your core values. Read more here.

Practical Planning: Financial Planning Checklist

Check off all the boxes for 2019 with this handy financial planning checklist, which will keep you on track for the year ahead.



Financial Planning Tip: 2019 Deadlines

Senior wealth strategist Glen Goland, JD, CFP, outlines contribution deadlines for different types of accounts in a blog post here.


Impact Investing at Arnerich Massena

In 2018, Arnerich Massena’s Research & Analytics group dedicated a great deal of attention to expanding our impact investing capabilities. Learn more about the research behind our impact portfolios in this article from research analyst Mitch Vogt.Philanthropy Focus: Clark College Foundation Promising Pathways Campaign

Clark College Foundation is currently engaged in the largest single campaign in the history of Clark College. Dubbed “Promising Pathways,” the campaign will focus on several different areas ranging from scholarship assistance to advanced manufacturing. Read more here and find out how you can help.

Partnering in Our Community: Arnerich Massena Giving Guide

To celebrate the holidays in 2018, Arnerich Massena developed the Arnerich Massena Giving Guide, a unique, remarkable collection of organizations that have collectively made far-reaching impacts on countless lives.

Along with the distribution of the guide, we also randomly selected three organizations from the guide to which we made end-of-year donations of $1,000 each. Find out which organizations were selected and a little about each here.