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.
Following a historic election battle, the United States has selected Donald J. Trump as its 45th President. How will this decision impact global markets going forward, and what effects might we see here at home? Read more
Arnerich Massena’s third quarter 2016 WebReport Market Update is available for viewing. In this WebReport, senior research analyst Arthur Coyne, CFA, provides a recap of the third quarter of 2016, covering domestic and global economic trends and events. To view the 3Q16 WebReport Market Update, visit http://arnerichmassena.com/about/investment-research.htm.
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
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 interests. Read more
What are some of the key issues and trends retirement plan sponsors should consider when crafting the investment line-up of the future? Arnerich Massena consultant Ryan Cunningham, CAIA, discusses the answer to this question with Alison Cooke-Mintzer, editor of PlanSponsor Magazine, in a short video interview. Read more
Until now, retirement savers normally had just 60 days to roll over their 401(k) or IRA accounts before the account becomes taxable. Generally, this is plenty of time to effect a rollover, but occasionally hiccups happen – anything from a post office delay to a family illness – and the resulting tax burden, including a 10% penalty tax for account holders younger than 59 ½, can be devastating to a retirement nest egg. Read more
The yield on global investment grade bonds has recently touched an all-time low of 1.1%, with over 30% of the world’s government bonds paradoxically trading at yields below zero.1 Read more
We are pleased to announce the publication of our newest white paper, Hedge Fund Headlines Mislead: Providing Perspective on Hedge Funds. The white paper examines recent trends in the hedge fund industry and the important role hedge funds can play in a long-term investment strategy. Read more
Arnerich Massena’s second quarter 2016 WebReport Market Insight is available for viewing. In this WebReport, guest speaker Leigh Shanor, Arnerich Massena intern, provides a recap of the second quarter of 2016, covering domestic and global economic trends and events. Read more