Category Archives: Economic trends

3×5 Partners’ Annual Meeting Brings to Life “Investing in What the World Needs”

Over the last two decades, I have had the opportunity to work for several large financial institutions in Boston and Portland. Along the way, I have attended more investment meetings than I could possibly count – on everything from corporate bond funds to complicated variable annuity income riders – and heard hundreds of investment managers wax eloquently about why their investment tool was better than the next firm’s offering. At this stage of my career, I do not expect to walk out of these meetings feeling inspired about some new investment strategy, let alone the future of our little planet. This week’s 3×5 Partners’ Annual Meeting did just that, and then some. Read more »

Younger workers don’t want to sweat investment decisions

A recent survey from J.P. Morgan reveals that workers under the age of 30 want their employer to make financial decisions about their retirement savings! According to the survey, 69 percent of this younger group identify themselves as “do-it-for-me” investors, compared with 56 percent of those over age 30. And a whopping 82 percent want their employer to actually make their investment decisions for them (versus 73% for those over age 30)! Read more »

What is the Fed’s next move?

The Federal Reserve has some plans for the coming year. In addition to the possibility of more rate hikes, The Fed is considering a start to unwinding the $4.5 trillion in bonds on the central bank’s balance sheet. In the March meeting of the Federal Open Market Committee, officials stated that the unwind is likely to begin this year, although no details about when or how were addressed. Read more »

Turbulence and Transformation: Investment trends to Watch for in 2017

globeLast year, we titled our end-of-year investment trends article, “Tipping the Apple Cart: Investment trends to watch for in 2016.” This year, the apple cart has tipped, flipped, and fully overturned. Change is happening faster than ever, and with the election of Donald Trump as President, we are likely to see a great deal more of it this coming year.

Here we explore a few of the trends we are watching for in 2017. As always, a trend does not equate with a smart investment; we offer these predictions not as investment recommendations, but as an interesting look into the cultural and political changes that may affect the investment environment for everyone. Read more »

Arnerich Massena’s Research Library Offers a Wealth of Information

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If you haven’t visited Arnerich Massena’s research library in a while, consider putting it on your to-do list when you have a bit of time. You may find some information gems among this research treasure trove. At Arnerich Massena, we believe in empowering investors, and we work to provide interesting, timely, and relevant information. Our white paper research offers in-depth looks at a range of investment and industry topics.

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