May 11, 2020

Read FYI: The Inside News from Arnerich Massena’s Wealth Management Team

Help us raise $50,000 for the Hopscotch Foundation to FEED PDX! Donations go toward helping provide healthy food for local food-insecure Portland students. More information here.

Practical Planning: Financial Planning in a Volatile Market

Senior wealth strategist and investment advisor Glen Goland, JD, CFP, shares some financial planning strategies you can take advantage of during this volatile period. Watch his short video below or read the full article here.

Analytics Update: What’s your focus during this volatile period?
We asked our research analysts to share a brief update about what each of them has been focused on during these last few weeks of volatility. Hear directly from them in this short video update.

The CARES Act: What could it mean for you and your small business?

In response to the ever-increasing impacts of the COVID-19 across the nation, Congress passed the CARES Act to provide much-needed relief for individual taxpayers and small businesses. Philanthropic and investment advisor Katherine Fox, CFP, CAP discusses how you and your small business may be able to benefit from this act in an article series here.

Philanthropy Focus: Helping in Times of Coronavirus

COVID-19 has torn through our world, disrupting lives, putting the health of our family and friends at risk, and destabilizing the local community which we hold so dear. Philanthropic and investment advisor Katherine Fox, CFP, CAP, highlights some amazing stories of resiliency and dedication in Portland’s non-profit sector in this series. Read more here to learn about some of the organizations and community members who are fighting to serve our most vulnerable populations.

Partnering in Our Community: How can we help?

“Reach out, reach out – connect! We are all in this together!” ~Kate DeGraw, I AM Learning Partnership Community Service Coordinator
In this podcast, Arnerich Massena’s I AM Learning Partnership’s Christine Arnerich and Kate DeGraw talk about what they are doing and what we can all do to help those in need. Listen here.