March 8, 2018

March 5, 2018

The Pitfalls of Passive Investing

When market returns are attractive, as they have been for the last several years, the lure of passive investing is strong. After all, who wouldn’t want to capture market returns when the market is booming? (Passive investments, or index funds, closely mirror indexes in order to provide investors with broad market exposure at a generally lower cost than actively managed funds.) Passive investing can serve a purpose in a portfolio, particularly in more efficient asset classes, but investors should be aware of the pitfalls of overusing passive investment strategies, as outlined below. Read more »

February 26, 2018

Arnerich Massena Publishes New White Paper – Retirement Plan Best Practices: Plan Monitoring

Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Plan Monitoring. This paper is the fourth of a five-part series outlining retirement plan best practices; the series began with Plan Governance, Plan Design, and Investment Menu Construction, and will conclude by covering participant education. Plan Monitoring examines best practices for a retirement plan sponsor in maintaining and monitoring their plan over time. Read more »

February 20, 2018

Beware of Tax Scams Involving Fraudulent Refunds

Less than a week after we posted our recent story on criminals using tax season to wreak havoc in the lives of taxpayers, the IRS issued a warning about a new kind of scam that has affected thousands of taxpayers early in this year’s tax season — they describe an especially tricky ploy that involves depositing funds into taxpayers’ actual bank accounts. Here is how it works: fraudulent returns are filed by scammers on behalf of taxpayers, tax refunds are then erroneously deposited into taxpayers’ bank accounts by the IRS, and then the scammers contact the taxpayer pretending to be IRS agents seeking return of funds to a particular account. Once the taxpayer initiates the return transaction, the scammer has the money he or she was looking for. Read more »

February 16, 2018

Read Arnerich Massena’s Inaugural Issue of FYI

FYI is the new quarterly newsletter bringing you the inside news from Arnerich Massena’s Wealth Management team. In this inaugural issue, find out how the new tax bill will affect your charitable giving and education funding, financial planning tips for the New Year, a bit about our analysts’ recent trip to the far side of the world, and more. Click the image below to read the first quarter issue of FYI.

FYI_Q1 2018 Read more »

February 9, 2018

Don’t Get Scammed by Tax Scammers!

The beginning of February often puts U.S. residents in a tax-paying frame of mind, as employees open their mailboxes to find W-2s, 1099s, and other tax documents. February also brings with it increased activity from scammers and thieves, as tax season presents criminals with opportunities to steal identities, tax refunds, and all sorts of personal information. Read more »

February 7, 2018

FishPeople Seafood Featured in Spoon University

A leading college website, Spoon University, has discovered Fishpeople Seafood — one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager — and they like what they’ve found! “Fishpeople Seafood Entrée Kits are the Solution to a Fast and Healthy Dinner” suggests that Fishpeople’s entrée kits are just the thing for college students, who need solid nutrition but may not have time for major meal planning and preparation. Read more »

February 6, 2018

Arnerich Massena Sponsors the 12th Annual CFA Society Portland Investment Strategy Dinner

The CFA Society Portland hosted its 12th annual Investment Strategy Dinner on Feb. 1 at the Portland Art Museum. The gathering of more than 300 attendees, mostly CFA charterholders, featured keynote speaker Jeffrey Rosenberg, CFA, chief fixed income strategist for BlackRock, Inc. and a member of the BlackRock Investment Institute. Rosenberg discussed his outlook for 2018, particularly the impacts of the current environment on long-term fixed income potential. Read more »

February 5, 2018

Arnerich Massena Joins the American Lung Association’s Fight for Air Climb on February 11

“Big Pink” — it’s 40 floors and 525 steps, and you can climb it as many as five times! Teams and individuals will join the Fight for Air Climb vertical foot race on February 11, helping to raise funds to support the American Lung Association. This is the 6th annual Fight for Air Climb, a fun event for serious athletes and non-athletes alike. Stair climbing is lower-impact than walking and provides a total body workout that’s easy on the joints. Read more »

February 2, 2018

FishPeople Seafood Lauded in Forbes Magazine

“The company is called Fishpeople, and its mission from the ground up is to be a different kind of seafood company – one that brings pure, authentic, sustainable, and traceable seafood to consumers, but at an affordable price point and in the freezer section of your grocery store.” In Forbes Magazine’sEat Better Seafood: Easy New Way For You To Buy Delicious Fish,” author Larry Olmsted discusses some of the perils of seafood and how Fishpeople — one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager — is one of the solutions. Read more »