Before the clock turns to 2022, we thought it might be interesting to share a look back at a few of our top hits from 2021:

Investment Focus

Investment Trends to Watch for in 2022: Read about the reinvention of the world and what we might expect in the coming year.

Understanding how investments respond to inflation: Read about the historical relationship between inflation and investment return.

Check out our quarterly MarketCasts with analysis and information on market events and environment: First quarter, second quarter, and third quarter.

Diversity, Equity, and Inclusion in Investing:

Read our white paper and watch our webinar presentation on the topic of DEI in investing, and watch a podcast interview with special guest Susheela Peres Da Costa, Head of Advisory at Regnan.

You can also read about women in investing and a celebration of 5 notable women who have made financial history.

Ask the Expert podcasts: We interviewed a number of experts about relevant and interesting topics:

• Greg Bowman, CPA about professional trustee services
• Adam Clough, MBA, CFP®, CLU, TEP, about long-term care insurance
• Kate Kilberg about estate planning
• Lara Brunstrom about divorce coaching
• Eric Hormel, CPA, about Oregon income taxes

Practical Planning: We offered a variety of important practical planning tips throughout the year

• Managing Capital Gains Taxes
• Navigating the Financial Factors of Divorce
• How does your income and location affect capital gains?
• Protect your digital health
• Estate tax: how is it calculated?
• End-of-year tips, reminders, and deadlines

Celebrations

Celebrating 30 years of building lasting legacies: Co-CEOs Reegan Rae, CPWA® and Bryan Shipley, CFA, CAIA, share their thoughts about Arnerich Massena’s 30^th anniversary.

Celebrating the holidays: Our team shared family recipes to make your holidays as delicious as ours.

Celebrating the season of giving: We brought you our fourth annual holiday Giving Guide, a celebration of amazing non-profits and a resource for philanthropists. Here are the three that won our #GivingTuesday drawing.

We are looking forward to connecting with our community in the coming year; in the meantime, all of us here are wishing everyone out there a very Happy New Year! See you in 2022!