We wish for a bright, prosperous year ahead for all of our clients, colleagues, and community. As we turn the calendar forward, we thought we’d share some of Arnerich Massena’s highlights and resources from 2022.

Awards and Rankings

This year, we were honored to have been recognized by our industry and community for our industry leadership. Most notably, we were named to the Forbes Top 100 RIA ranking, the only Oregon firm to be named to the list. Compiled by third-party SHOOK Research, they sifted through more than 36,000 nominations and 21,000 surveys; we are very proud to have earned this level of recognition, and believe it speaks to our remarkable ethos and relationship culture.

Arnerich Massena was also named on the Portland Business Journal’s Oregon’s Most Admired list of financial services companies, a special recognition since the list is compiled based on peer nominations and rankings. We were named a Real Leaders Top Global Impact Company for the second year in a row. Arnerich Massena was awarded as the “Best ESG Research – USA” and the “Best Sustainability and ESG Thought Leadership – USA” by the Wealthbriefing Wealth for Good Awards 2022. To see a full list of Arnerich Massena’s awards and recognition, visit our awards page here.

Investment Focus

Investment Trends to Watch for in 2023: Read about The Money Revolution and the top 10 big-picture trends that will affect the investment landscape in 2023.

Intentional Investing white paper and webinar: Watch the recording of Arnerich Massena’s October webinar, Intentional Investing, featuring guest panelist Sherwood Yuen from Vanguard Personal Index Management, in which we discuss the advantages of personal indexing as a key to intentional investing.

Watch our quarterly MarketCasts with analysis and information on market events and investment environment throughout the year: First quarter, second quarter, and third quarter

Volatility: The Price of Admission to Long-Term Returns: In this videocast, Senior Investment Advisor Dave Janec, FRM, discusses why volatility is an intrinsic aspect of investing, and how investors can weather the short-term discomfort in order to reap the long-term rewards.

Taking Measure of Inflation: In this videocast, Arnerich Massena Research Analysts take a close look at the drivers of current inflation.

Beyond Public Equity: Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA, shares his insights on the alternative investment landscape in this article featured in The Portland Business Journal Money Guide.

Opportunities in Overseas Markets: In June, we invited international experts from ARGA Investment Management and JO Hambro Capital Management to join us for a webinar presentation discussing the outlook overseas. Watch the full recording here.

Practical Planning

Read FYI, the inside news from Arnerich Massena’s Wealth Management Team, with practical planning tips, podcasts, philanthropy focus, and more: first quarter issue, second quarter issue, third quarter issue, fourth quarter issue

5 Tips for End-of-Year Tax Saving Strategies

Family Financial Preparedness: Getting Your Affairs in Order

Qualified Charitable Distributions

Planning for Periods of Disability

Ask the Expert Podcast: The Real Estate Market with Erik Selden

Tips to Start the Year Out

Community

Arnerich Massena Giving Guide: We published our fifth annual Holiday Giving Guide to honor the spirit of giving and celebrate our non-profit community partners.

Rock the Street, Wall Street: Arnerich Massena became the inaugural Oregon sponsor of non-profit Rock the Street, Wall Street. We completed a fall session, providing financial and investment education to high school girls at Grant High School, and are looking forward to continuing with a mentorship session coming this spring.

Arnerich Massena led a panel at the 2022 B Corp™ Leadership Development Pacific Northwest Conference.

We hosted a blood drive in September.

Arnerich Massena sponsored and attended numerous non-profit events, including the Oregon Wildlife Fund Across the Arches and Shooting Star Foundation’s Chip in for Kids, and we supported the University of Oregon’s Portland Internship Experience.

Arnerich Massena in the News

Arnerich Massena’s Research Team was the “Face of Intentional Investing” in the Portland Monthly, and the firm’s women were profiled in “Women Who Move the City.” Co-CEO Reegan Rae, CPWA®, was featured in Authority Magazine, and Senior Investment Advisor Melody Behnke, MBA, CFP, was profiled in Investor’s Business Daily.

Co-CEO Bryan Shipley, CFA, CAIA, and Managing Principal Ryland Moore were interviewed for the Real Leaders podcast about impact investing.

Publications from across the country looked to Arnerich Massena for expertise and thought leadership, including U.S. News & World Report (Bryan Shipley, CFA, CAIA here, and Glen Goland, JD, CFP, here), Fortune, Forbes, and International Business Times. To see all of our recent news coverage, visit our Updates and Resources page.