Tax Changes the Election Could Bring

What could the future look like for taxpayers after the outcome of the 2020 election is decided? Senior wealth strategist Glen Goland, JD, CFP, takes a look at changes we might expect depending on how voters choose. Read more here.

Practical Planning: End-of-Year Tips, Reminders, and Deadlines

It's hard to believe, but 2020 will be coming to an end soon. As the year comes to a close, senior advisor Melody Behnke, MBA, CFP, has put together several planning ideas and tips to help you take advantage of saving, gifting, and tax strategies. Read more here.

Analytics Update: Podcast Recommendations

Arnerich Massena research analysts offer several recommendations for podcast listeners interested in exploring finance-related podcasts and podcast episodes. Take a look here.

Philanthropy Focus: Arnerich Massena's Giving Guide

We are deeply pleased to bring you our annual giving guide, featuring charitable organizations to which we have deep connections. We have a profound appreciation for the far-reaching impacts these organizations have collectively made into countless lives, and are honored to share their moving stories. Hopefully this serves as a valuable resource for generous souls seeking a way to give this season. Happy season of giving! Access the guide here, or download the pdf here.

Partnering in our Community: The Hopscotch Foundation Named Outstanding Philanthropic Foundation 2020

The Association of Fundraising Professionals (AFP) has named Arnerich Massena's nominee, The Hopscotch Foundation, as the Outstanding Philanthropic Foundation 2020 for its 34th annual Philanthropy Day Awards. Read more here about why this exceptional organization is being honored this year.

Tax Planning 2020 podcast

In this podcast, senior wealth strategist Glen Goland, JD, CFP, discusses potential upcoming tax changes and how investors may be able to plan ahead. Click above or listen on Soundcloud here.