Arnerich Massena

How can you minimize financial disasters that come with aging? U.S. News and World Reportws & World Report’s Jessica Walrack asks experts to weigh in with recommendations, and Arnerich Massena Senior Wealth Strategist Glen Goland, JD, CFP® has some suggestions, including protecting against fraud and planning for unexpected disability or long-term care needs. Read the full article at https://money.usnews.com/money/personal-finance/family-finance/articles/how-to-minimize-financial-management-disasters-that-come-with-aging

How to Minimize 4 Financial Management Disasters That Come With Aging Plan for the possibility of cognitive decline and the future of your household's financial affairs.

“People don’t necessarily realize how much the ownership structure of an advisory firm can affect how a company operates,” says Arnerich Massena Senior Wealth Strategist Glen Goland, JD, CFP®. “Who does your advisor answer to ― is it a group of shareholders, private equity investors, or company partners? That matters when it comes to their priorities and serving your interests without conflicts.” We want to help people understand the influences advisors might be subject to and how to assess what that means when it comes to how they advise their clients, which is why we have published The Right Fit: Why it matters and how to find it, a paper that offers guidance on what to look for and how to align your choice of advisor with your goals and priorities. Read and/or download the paper at https://arnerichmassena.com/arnerich-massena-publishes-the-right-fit-why-it-matters-and-how-to-find-it?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Choosing an investment advisor is not a small decision. They may be involved with some of the most intimate and important aspects of your life, and could be guiding you through some of your most challenging experiences. How do you find the right partner who will understand your goals, align with your values, and offer the types of services you need? Arnerich Massena’s new paper, The Right Fit: Why it matters and how to find it, outlines some of the major differences you are likely to encounter among advisors, and the qualities and features to assess as you make a decision. Read and/or download the paper at https://arnerichmassena.com/arnerich-massena-publishes-the-right-fit-why-it-matters-and-how-to-find-it?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Arnerich Massena will be closing its office on (June 19th) in remembrance of the day in 1865 that Union General Gordon Granger brought the news of emancipation to the people of Galveston, Texas two years after President Lincoln’s Emancipation Proclamation. How can you honor Juneteenth? Visit https://arnerichmassena.com/honoring-juneteenth-2024?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q= to learn about events you can join to commemorate the holiday.

Investing can be an emotional experience, which is one of the reasons a financial advisor can be so helpful. A thoughtful, disciplined plan helps take the emotion out of the process. But sometimes investors let the fear or greed get the better of them: GOBankingRatesates’ Heather Taylor asked advisors about times clients ignored their advice and ended up regretting it. Arnerich Massena Senior Wealth Strategist Glen Goland, JD, CFP®, weighs in with his story; read the article at

I’m a Financial Advisor: Here Are 3 Times My Clients Ignored My Advice and Regretted It Emotions got the upper hand in every story.

Happy anniversary to Arnerich Massena Senior Investment Advisor Melody M. Behnke, MBA, CFP! Melody started with Arnerich Massena on June 4, 2019!

How does your unconscious mind prevent you from becoming a better investor? Should you be considering hedge funds or private equity in your portfolio? How do men invest differently from women? These are all topics covered in recent white papers from Arnerich Massena. Visit https://arnerichmassena.com/arnerich-massena-white-paper-retrospective?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q= to read and/or download these papers and learn more about these fascinating topics.

In U.S. News and World Report's & World Report’s “10 Strategies to Maximize Your 401(k) Balance,” Kate Stalter asks financial professionals to weigh in on topics like vesting, taking distributions, and making the most of your tax breaks when it comes to your 401(k). She quotes Arnerich Massena Senior Wealth Strategist Glen Goland, JD, CFP®, on using a Roth option, minimizing fees, and diversifying assets: “’Investing is a bit like being stuck in a traffic jam, as it is tempting to constantly jump lanes to get into the one that is moving the fastest,’ Goland said. ‘A properly diversified portfolio has a car in each lane, knowing that there is always going to be a leader and always going to be a laggard.’” Read the full article at https://money.usnews.com/money/retirement/401ks/articles/strategies-to-maximize-your-401-k-balance

10 Strategies to Maximize Your 401(k) Balance Saving in your 401(k) is just the first move; take these steps to potentially boost your account value.

Arnerich Massena’s new white paper, Seeking Asymmetry: What the Hedge & Diversifying asset class brings to a portfolio, suggests that the stability and risk mitigation Hedge & Diversifying investments can add to an investment strategy could be valuable to some investors. The paper offers some foundational information about the asset class’s objectives and strategies to help investors become more familiar, providing them with the information they need to make educated decisions regarding their asset allocation strategy. Learn more and download the paper at https://arnerichmassena.com/arnerich-massena-publishes-seeking-asymmetry-what-the-hedge-diversifying-asset-class-brings-to-a-portfolio?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Memorial Day was originally known as “Decoration Day,” a day of remembrance designated for the purpose of strewing flowers or otherwise decorating the graves of fallen soldiers. This Memorial Day – Monday, May 27 – we’re thankful for those who made the ultimate sacrifice for our freedom.

“As we express our gratitude, we must never forget that the highest appreciation is not to utter the words, but to live by them.” – John F. Kennedy

If you’ve missed any of Arnerich Massena’s white papers recently, now’s a great time to get caught up. Our goal is to educate and empower investors; in the post at https://arnerichmassena.com/arnerich-massena-white-paper-retrospective?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=, you’ll find links and descriptions to some of our recent investment education resources, covering topics such as hedge funds, private equity, behavioral economics, and how men and women invest differently.

Arnerich Massena is pleased to present our new white paper: Seeking Asymmetry: What the Hedge & Diversifying asset class brings to a portfolio. The white paper examines the benefits of the Hedge & Diversifying asset class, how it fits into a portfolio, and why investors should consider incorporating it into a long-term asset allocation strategy.
“Data show that hedge funds have historically provided a generally smoother ride over equities for investors,” points out Senior Research Analyst Arthur Coyne, CFA. “Over long time periods, we see that hedge funds lie in a sweet spot between bonds and stocks. They earn a higher return than bonds with only slightly higher volatility, and they tend to have much less volatility than stocks but with only a slightly lower long-term return.” Learn more and download the paper at https://arnerichmassena.com/arnerich-massena-publishes-seeking-asymmetry-what-the-hedge-diversifying-asset-class-brings-to-a-portfolio?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Arnerich Massena is pleased to announce the publication of a new white paper: Seeking Asymmetry: What the Hedge & Diversifying asset class brings to a portfolio. The white paper examines the benefits of the Hedge & Diversifying asset class, how it fits into a portfolio, and why investors should consider incorporating it into a long-term asset allocation strategy.
“Hedge fund managers look for opportunities for asymmetric return,” explains Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA. “Which means they are seeking avenues for higher potential return with limited volatility. Capital preservation is a key outcome, and they typically actively manage for contingencies on the downside.” Learn more and download the paper at https://arnerichmassena.com/arnerich-massena-publishes-seeking-asymmetry-what-the-hedge-diversifying-asset-class-brings-to-a-portfolio?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Arnerich Massena is pleased to announce the publication of a new white paper: Seeking Asymmetry: What the Hedge & Diversifying asset class brings to a portfolio. The white paper examines the benefits of the Hedge & Diversifying asset class, how it fits into a portfolio, and why investors should consider incorporating it into a long-term asset allocation strategy.
Investor sentiment around hedge funds varies based on the market environment; it can be challenging to recognize the value of hedge funds during strong bull equity markets. But we believe the Hedge & Diversifying asset class adds stability and downside protection, and can be a valuable addition for some investors when used appropriately. In this paper, we share our data and reasoning for utilizing this asset class, as well as outlining how we make use of Hedge & Diversifying investments in our portfolio construction. Read and/or download the paper at https://arnerichmassena.com/arnerich-massena-publishes-seeking-asymmetry-what-the-hedge-diversifying-asset-class-brings-to-a-portfolio?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Find out today if you are on track to meet your financial goals and aspirations. Whether you are satisfied with your current advisor and portfolio or are experiencing concerns, getting a second opinion is always valuable. At Arnerich Massena, Inc, we offer our second opinion service because your peace of mind is our purpose, and that comes from having confidence and trust that you are making the most of your resources. Learn more about our no-cost, no-obligation second opinion service at https://arnerichmassena.com/second-opinion

Is your portfolio keeping up? Are you maximizing market opportunities? Get a second opinion and find out. Arnerich Massena's experienced investment advisors will review your investment portfolio and provide you with a personalized assessment. This second opinion is offered at no cost or obligation. Use the QR code below or visit https://arnerichmassena.com/contact to get started.

In planning its new Emergency Department, PeaceHealth Southwest Medical Center took a deep look at the needs of the community and how to really address those needs and serve their patients, from an aging population to complex patients with both medical and non-medical needs to caregiver fatigue among healthcare givers. The resulting plan is a tremendous innovation in emergency healthcare delivery that extends to include a broader focus on overall community health, offering solutions for the whole patient. We spoke with Chief Philanthropy Officer Karen Santangelo, CFRE, about what this means for the future of the PeaceHealth Southwest community and how it could change the healthcare industry. Read about it in Arnerich Massena’s second quarter issue of our FYI newsletter at https://arnerichmassena.com/read-the-second-quarter-2024-issue-of-fyi-the-inside-news-from-arnerich-massenas-wealth-management-team?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

One of the larger decisions nearly every American will face revolves around developing a claiming strategy for Social Security benefits. The maze of rules and claiming strategies can make navigating the landscape rather daunting. In Arnerich Massena’s second quarter issue of our FYI newsletter, Senior Investment Advisor Matt Sampson, CFP, CEPA, shares key factors individuals should carefully consider that will help them make informed decisions to maximize their lifetime benefits while also providing a greater degree of financial security during their golden years. Read the article, Navigating Social Security, and access the full newsletter, at https://arnerichmassena.com/read-the-second-quarter-2024-issue-of-fyi-the-inside-news-from-arnerich-massenas-wealth-management-team?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Happy anniversary to Senior Performance Measurement Analyst Greg Nickel! Greg started with Arnerich Massena 30 years ago today: May 2, 1994!

Read the second quarter issue of FYI: The Inside News from Arnerich Massena’s Wealth Management Team for information about filing for Social Security and Medicare benefits, a peek inside Arnerich Massena’s Investment Committee, a profile on PeaceHealth Southwest Medical Center’s new Emergency Department, and more. Access the newsletter at https://arnerichmassena.com/read-the-second-quarter-2024-issue-of-fyi-the-inside-news-from-arnerich-massenas-wealth-management-team?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

GOBankingRateses contributor Nicole Spector examines the Great Wealth Transfer from the younger generation’s perspective. She asks financial experts how Millennials can best prepare, and Arnerich Massena Senior Investment Advisor Matt Sampson, CFP®, CEPA®, notes how important it is to understand the different types of assets and how they might impact your finances: “Is it a pre-tax retirement account? There will be distribution requirements and taxes the beneficiary will need to factor in…Is it a taxable brokerage account? Those will get a step up in basis to the date of death valuation, representing a highly tax-efficient asset to inherit.” Read the full article at https://www.gobankingrates.com/money/wealth/indebted-millennials-will-inherit-gold-rush-wealth-ways-they-can-manage-it/?utm_term=incontent_link_10&utm_campaign=1269049&utm_source=yahoo.com&utm_content=13&utm_medium=rss

Indebted Millennials Will Soon Inherit a Gold Rush of Wealth: 7 Ways They Can Manage It Keep living below your means.

“What’s the difference? Financial advisor vs. financial planner”: USA TODAYy Blueprint’s Coryanne Hicks and Farran Powell dive into the details, outlining the key differences. They reached out to industry experts to help explain, including Arnerich Massena Senior Investment Advisor Matt Sampson, CFP®. “’Historically, financial advisors have focused more on portfolio construction and capital markets, whereas financial planners have focused more around the specialty areas of planning,’ says Matt Sampson…’The bar for calling oneself a financial advisor or planner is extremely low, but the bar to mastering financial planning specialty areas is high.’” Read the full article at https://www.usatoday.com/money/blueprint/advisors/financial-advisor-vs-financial-planner/

Financial advisor vs. financial planner Historically, financial advisors have focused on portfolio construction and capital markets, while financial planners have focused on the specialty areas of planning.

April 22 is , set aside to honor our planet and be reminded of the importance of environmental conservation and sustainability. Celebrating the Earth starts at home, and that’s why we headed out Friday to clean up downtown Portland. Thesis, PGE, and Adopt One Block hosted the second annual event on Friday, April 19, in which more than 140 organizations and over 950 participants gathered downtown with buckets, trash grabbers, and safety vests to be part of restoring our city. It’s not just about cleaning up the city. It’s about taking responsibility for being stewards of our space, it’s about working together to make a difference, and it’s about caring for our environment — all the things Earth Day is meant to remind us of.

We’re proud of our focus on impact investing and work to make a difference in how the world operates and how we manage our global resources. But we’re also proud of our efforts to take care of our space here at home. Read more and see photos at https://arnerichmassena.com/cleaning-up-for-earth-day?categoryId=0&sort=postDate%20desc&showArchivedPosts=0&q=

Happy anniversary to Co-CEO and Managing Principal Reegan Rae, CPWA®! Reegan started with Arnerich Massena, Inc on April 16, 2012!