Preparing for the Tax Cuts and Jobs Act Sunset

The Tax Cuts and Jobs Act (TCJA) was signed into law back in 2017, bringing about a slew of changes to the U.S. tax code for both individuals and corporations. While some of the changes were permanent, many others are set to expire at the end of 2025. In this article, Senior Investment Advisor Matt Sampson, CFP, CEPA, outlines how the tax landscape may change and how to prepare for it. Read the article here.

Practical Planning: An Overview of Your Online Portal

Your Tamarac online portal allows you to access real-time data about your portfolio, including up-to-date investment returns, a variety of reporting tools, performance analytics, and document management. Here, we share some of the features and functionalities so you know what you have at your fingertips.

Analytics News: Due Diligence Update

With inflation, interest rates, and concern over the dollar, Arnerich Massena's Research Team is focused on finding ways to incorporate real assets into portfolios. Real assets are a broad category with a variety of different opportunities that offer additional portfolio diversification. Recently, Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA, and Research Analyst Nick Buckley, CFA, visited Denver, Colorado to meet with several real asset managers. Read more here.

Ask the Expert Podcast: Automated Trading Strategies

As the direct indexing - or automated trading strategies - landscape expands and the technology improves, these types of strategies are showing numerous potential benefits. Sherwood Yuen and his team at Just Invest built an algorithmic trading strategy that allowed clients to build tax-efficient stock portfolios that reflected their values by favoring or disfavoring stocks or industries; Vanguard purchased Just Invest in 2021 and now Sherwood is an integral part of Vanguard's direct indexing team. In this discussion, Senior Wealth Strategist Glen Goland, JD, CFP, talks with Sherwood about how direct indexing works, who it can benefit, what clients can expect from this type of strategy, and where the technology is heading in the future.. Listen here.

Philanthropy Focus: Arnerich Massena Holiday Giving Guide

For Arnerich Massena, service is a core element of our ethos, and we are honored to be part of an amazing community that shares that dedication to lifting us all up. We are connected to so many organizations and non-profits that are doing incredible work, and we are excited to celebrate and honor that work in our sixth annual Holiday Giving Guide. Happy Season of Giving! Access the guide here.