Time to Review Your Financial Plan: Here's what to think about

The most effective financial plans are those written in pencil, as life has a way of constantly throwing changes at us. In this article, Senior Wealth Strategist Glen Goland, JD, CFP, offers some of the items to consider as you review your financial plan. Read more here.

Practical Planning: End-of-Life Planning: A document synopsis

Planning for the end of our lives raises a multitude of questions that many people may find uncomfortable to answer; things like, “how do I want to be cared for if I am disabled?” and “who should make medical decisions if I cannot make them myself? Fortunately, there are a set of legal documents in which many of these questions are posed in a straightforward manner. In this article, Senior Wealth Strategist Glen Goland, JD, CFP®, shares a synopsis of the most important. Read here.

Analytics News: Two New Designations

We are pleased to announce that two Arnerich Massena professionals have earned new designations. Senior Investment Advisor Matt Sampson, CFP, CEPA, now adds the Certified Exit Planning Advisor credential, and Research Analyst Nick Buckley, CFA, has earned the Chartered Financial Analyst credential. Congratulations to both Matt and Nick for their achievements; read here to learn more about what these designations mean.

Intern Spotlight: Jack Partovi

Currently a finance student at Santa Clara University, Jack Partovi joined Arnerich Massena as an intern this summer to learn more about the different aspects of the business. He's helped out in the Analytics group, with the Operations team, in Business Development, and in Performance Measurement. In this spotlight, learn more about what inspires and informs him, what drew him to this industry, what his future plans are, and the resources he draws on to meet the challenges of his work every day. Read more here.

Philanthropy Focus: Cascade Pacific Council/Boy Scouts of America Summer Camp Programs: "Because Grit Lasts Forever"

Boy Scouts of America/Cascade Pacific Council summer camp programs are designed to create an experience that Scouts will remember and cherish forever. They deliver all the magic of summer camp, with spectacular locations and exciting activities, while also focused on building character, developing leadership and self-reliance, and nurturing a deep love for the outdoors. Boys and girls, from kindergarten to high school, are invited to experience nature and camaraderie while building skills and lifetime friendships. Read more here.

Partnering in the Community: Maurice Lucas Foundation Celebrity Golf Invitational

Arnerich Massena was a proud sponsor of the 19th annual Maurice Lucas Celebrity Golf Invitational. Held July 19th at The Reserve Vineyards and Golf Club, the tournament raised funds to help provide programming and transformational opportunities for Portland's youth. The event was hosted by the Maurice Lucas Foundation, which is carrying on Maurice’s work by providing a combination of school programs, experiences, and sport that help youth develop their cognitive, emotional, intellectual, and social skills in a fun environment. Read more here.