Category Archives: Investment News

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 Reegan Rae Discusses Wealth Management in The Portland Business Journal

“Wealth management is about how you invest and grow your assets, but it’s about more than that, encompassing vital tax services and important estate planning issues as well.” The Portland Business Journal brought together a panel of wealth management experts encompassing a variety of disciplines to provide some insight on how families can make the most of their assets. Arnerich Massena investment advisor, Reegan Rae, Certified Private Wealth Advisor®, joined the discussion as a panel member. Read more »

Arnerich Massena’s Research Library Offers a Wealth of Information


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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Will a large institutional consultant help you pick the best money managers?

Not according to a recent issue of the Journal of Finance. “Do Institutional Consultants Add Value Picking Money Managers?” by Ben Carlson explains the Journal’s research, which suggests that mega-consultants (those with several hundred billion or more under management) may not offer much value to their clients when it comes to selecting money managers. “One of the problems is that these consulting firms are so concentrated at the top, with the top 10 firms controlling over 80% of institutional assets…When you’re that large, you almost have to invest in the largest money managers which ends up being a de-facto performance chase.” Read more »

IRS Proposed Regulations May Affect Estate Planning

On August 2, 2016, the IRS issued a proposed regulation (REG – 163113-02) that may have a significant effect on estate planning, amending Sec. 2704 of the Internal Revenue Code. The proposed regulations would prevent taxpayers from discounting the valuation of assets being transferred to family. Currently, transfers of assets such as real estate or businesses to family members may be made at a reduced value for gift and estate tax purposes. The new law may make it more costly for families to retain family-controlled businesses, focusing on the treatment of lapsing rights and restrictions on liquidation in determining the value of transferred planning Read more »