Direct Indexing

The structure of investor portfolios has changed dramatically over the last 100 years and now, technology is pushing this evolution in a new direction in 2023. In this article, Senior Wealth Strategist Glen Goland, JD, CFP, discusses the introduction of direct indexing and how it can benefit an investment portfolio. Read the article here.

Practical Planning: Financial Spring Cleaning - Three Areas to Address

The days are becoming longer, and the Portland Rose Garden is blooming. This can only mean one thing: spring has sprung! The warmer weather reminds us that spring offers a wonderful opportunity to start fresh. There is no time like the present to tackle your to-do items, and Senior Investment Advisor Matt Sampson, CFP, offers some tips to set out on a useful spring cleaning with the renewed optimism that is uniquely inherent to this beautiful season. Read here.

Ask the Expert Podcast: Adam Clough, CFP, CLU, TEP on Insurance Review

Given the significant movements in the interest rate environment over the past year or so, it's important to review your insurance policies to make sure they are still meeting your needs. In this Ask the Expert podcast hosted by Senior Wealth Strategist Glen Goland, JD, CFP, Director of Insurance Planning at Bridge Life Adam Clough, CFP, CLU, TEP, shares some of the things to look for and different options to consider. Listen here.

Analytics News: Analyst Spotlight

Dawson Durig recently joined Arnerich Massena as a Research Intern as he completes his MBA studies at the University of Portland. In this spotlight, we look at what inspires and informs him. Read here.

Philanthropy Focus: OMSI Gala

Arnerich Massena was a proud gold sponsor of OMSI's 2023 Gala, Kaleidoscope. The elegant black-tie event is OMSI's largest fundraiser to support engaging science, technology, art, and math experiences for youth to help them realize their vision of becoming the next generation of engineers, educators, scientists, artists, and community leaders. Read more and see photos here.

Partnering in the Community: Portland Women in Investment Management

Arnerich Massena has become a corporate sponsor of Portland Women in Investment Management (PWIM), a non-profit organization working to build and empower a diverse community of women across occupations and functions throughout the Portland area investment community. We're excited to be part of and help further the mission of this extraordinary group of local female financial professionals. Read more here.