Category Archives: Investment News

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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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 »

Rollover Relief – Savers can Now Receive a Waiver to Extend the 60-day Deadline

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 »