Finding Fulfillment through Philanthropy
Everyone’s giving journey is different, but we all want to arrive at the same place. How do we turn our passion into action and make our charitable giving as impactful as possible in the ways that matter most to us? In this article, Philanthropic Advisor Katherine Fox, CFP®, CAP®, lays out the four pillars that can help you find fulfillment in your philanthropic journey. Read more here.

Practical Planning: Qualified Charitable Distributions

What are Qualified Charitable Distributions (QCDs) and how could you use them as part of your charitable giving strategy? In this article, Senior Wealth Strategist Glen Goland, JD, CFP, breaks down some of the important rules to understand around using QCDs. Read here.

Ask the Expert Podcast: The Real Estate Market

Erik Selden has been in commercial banking and real estate lending for more than 17 years, including eight years as Senior Vice President at First Citizens Bank. In this podcast, Ryland Moore asks him to shed light on the current real estate market and how it's being impacted by inflation and interest rates. Listen to the podcast on YouTube or Soundcloud.

Analytics Update: Analyst Spotlight: Melissa Liu

In this spotlight, we take a look at what makes Arnerich Massena Research Analyst Melissa Liu tick; what drew her to finance, what keeps her there, and the resources she draws on to meet the challenges of her work every day. Pictured to the right, you can see her drinking her favorite beverage, La Croix! Read more here.

Philanthropy Focus: From Afghanistan to Cameroon: Ministering to those in need

"There's so much need; there's so much to do." says Dr. George Vasil, a family physician since 1987 and long-time member of the Arnerich Massena community. Dr. Vasil travels across continents to offer medical services to those in need, working with the Christian Medical and Dental Association's Global Health Outreach (CMDA GHO). Read his amazing story here.

Partnering in Our Community: Ryland Moore and The Freshwater Trust

Arnerich Massena Managing Principal, Business Development, and Investment Advisor Ryland Moore discusses his work with The Freshwater Trust to preserve and restore freshwater ecosystems. Read more here.