Arnerich Massena, Inc’s Post

Today, we are thrilled to announce that Arnerich Massena is joining Coldstream Capital Management as of July 1st 2024. Our entire team will proudly remain 100% employee-owned, staying true to our culture and ongoing commitment to our local community. We believe our expanded team will drive incredible results for our clients. Read more here: https://lnkd.in/gRkdPziH.

How can you minimize financial disasters that come with aging? U.S. News & World Report’s Jessica Walrack asks experts to weigh in with recommendations, and Arnerich Massena, Inc 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://lnkd.in/gVDj_hMq #financialplanning #retirementplanning

“People don’t necessarily realize how much the ownership structure of an advisory firm can affect how a company operates,” says Arnerich Massena, Inc 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://lnkd.in/gD9VRgMN #findinganinvestmentadvisor #chooseanadvisor

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, Inc’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://lnkd.in/gD9VRgMN #findinganinvestmentadvisor #chooseanadvisor

Arnerich Massena, Inc will be closing its office on #Juneteenth (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://lnkd.in/gqADMRwT 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: GOBankingRates’ Heather Taylor asked advisors about times clients ignored their advice and ended up regretting it. Arnerich Massena, Inc Senior Wealth Strategist Glen Goland, JD, CFP®, weighs in with his story; read the article at https://lnkd.in/g-hRPnCc

Happy anniversary to Arnerich Massena, Inc 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, Inc. Visit https://lnkd.in/ga99NVW3 to read and/or download these papers and learn more about these fascinating topics. #privateequity #behavioraleconomics #hedgefunds #womenininvesting

In U.S. News & 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, Inc 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://lnkd.in/guKHyWR #retirementsavings #401kstrategies

Arnerich Massena, Inc’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://lnkd.in/gaZXfXv6 #hedgefunds #assetallocation