In November, Arnerich Massena was a lead sponsor for The Shooting Star Foundation’s inaugural fundraiser (photos below), helping to launch this organization in its mission to support families who have children with special needs. Now, thanks to the November fundraising, the Shooting Star Foundation has unveiled its new website, which will help the organization grow awareness and increase its impact. Read more
Although women make up 37% of doctors and 33% of lawyers in the U.S., fewer than 10% of all U.S. fund managers are women1 and women make up less than 17% of U.S. CFA Institute members.2 Men manage about 75% of the industry’s assets exclusively.3
Arnerich Massena’s annual Giving Tree tradition is especially precious to us because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to help those families who are less fortunate. This year, Arnerich Massena employees shopped for 24 children from 12 different families. Combining necessities with a few fun items, we’re glad to have the opportunity to bring some joy and relief this holiday season. Read more
Republicans in the House and Senate have passed tax reform bills in their respective chambers. As the bills now go to committee for reconciliation, several items are clear: first, the text of the final bill is not likely to be set until around Christmas, leaving taxpayers no time to take action ahead of the new rules for the 2017 tax year. Second, some changes to the itemization of an individual taxpayer’s deductions are on the way. Third, the legislative and budgetary environment in Washington makes it likely that, if a bill is passed, interpreting that bill’s provisions is going to be something of a guessing game– one accountant recently described to me the current state of the environment as being, “akin to the Wild West, where anything goes.” Read more
With rapid growth and a record-breaking year in 2017, bitcoin is making headlines. It’s consistently one of the top google searches, as people are trying to get a grasp of what it is and how it works. In our short video Bitcoin 101: The Basics of Bitcoin, Arnerich Massena’s Mitch Vogt, research analyst, provides some bitcoin fundamentals and answers basic questions about cryptocurrencies. Take a look at this 5-minute tutorial if you are curious about cryptocurrencies. We’ll continue to share our research as this story progresses; stay tuned for more.
They call finance people square and dull,
But we’ve made winter wonderful.
Click the link below so you can view
The holiday brick world we’ve built just for you.
(Click the image below to view our special video card.)
Our deepest gratitude to our clients and colleagues for being a part of the Arnerich Massena community and making 2017 another wonderful year. We are honored and grateful for your trust and continued confidence in us. Thank you for your support in helping to make our community outreach programs a success, making it possible for us to impact hundreds of children each year through our I AM Learning Partnership programs.
We wish you a joyful and jolly holiday season, and a very happy New Year!
Inc. Magazine has pinpointed the top 8 most revolutionary products and companies of 2017, and Zero Mass Water, one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager, is at the very top of the list. “The Arizona-based startup says it can pull up to five liters of drinkable water a day from the air using a super absorbent material. The solar-powered system is in use in Jordan and Mexico and hit U.S. markets in late 2017,” the article notes. Read more
The 2017 Retirement Confidence Survey found that 3 in 10 workers worry about their personal finances while at work.1 What does this mean for employers, and what can you do about it? Research into financial wellness is beginning to show just how much of a toll financial anxiety can take on workers. Financial wellness is more than just a trendy term; it points to a very real problem, but there are solutions. Read more
In 2018, we are facing the frontier of exciting changes, which could be called disruptive or innovative, depending on your perspective. In this time of synchronized global growth, when nearly every country is growing economically, what can investors expect in the New Year? Here we explore some trends we anticipate will be the focus of attention in 2018. Please note that we offer these predictions not as investment recommendations but as an interesting look into the cultural changes that may affect the investment environment for everyone. Read more
Overwhelmed with year-end planning? If you are still in your working years, ask yourself these three simple questions about retirement savings to start 2018 in a strong and secure position. Read more