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.
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
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
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
“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
“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’s “Eat 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