Planning for Periods of Disability

The majority of disabilities come from illnesses like heart disease or cancer, and may be temporary or long-term. Planning for periods of disability is critical - not just planning for the financial impacts, but making sure decisions are being made the way you want them to. Senior Wealth Strategist Glen Goland, JD, CFP, discusses some key considerations when planning for periods of disability in this article. Read more here.

Practical Planning: Tips to Start the Year Out

As we turn the page on 2021, January is a great time to reset your goals and make sure you are taking full advantage of financial planning tools and strategies available. Arnerich Massena's Wealth Planning team has assembled some ideas and tips to help you take advantage of retirement savings, charitable giving, estate planning, and tax strategies. Read more here.

Analytics Update: Arnerich Massena's Investment Governance

Arnerich Massena is known for our thorough, disciplined investment research, manager due diligence, and portfolio implementation. All of that begins with our investment governance process. Having a strong process in place is what makes it possible for the firm to ensure full collaboration and participation, making the best use of the research team's collective experience and knowledge. In this article, learn how we codify our best thinking into clear portfolio guidance.

Philanthropy Focus: Project Lemonade

Nearly half a million children are in foster care in the United States, and the ramifications can affect their entire lives. Project Lemonade believes every child has a gift, and wants to inspire the self-esteem and confidence in foster youth that allows them to express their gifts and potential. They turn lemons into lemonade. Learn more about Project Lemonade's programs for supporting foster youth in this article here.

Partnering in Our Community: Reegan Rae joins the Board of OMSI

Arnerich Massena Co-CEO Reegan Rae, CPWA, is excited to be joining the Board of the Oregon Museum of Science and Industry (OMSI) in 2022. Her personal passion and focus is centered around children, education, and closing the equity gap, making OMSI a perfect fit with its support of educational initiatives and opportunities across the state. Read more here.