Inc. Magazine has pinpointed the top 8 most revolutionary products and companies of 2017, and Zero Mass Water, one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager, is at the very top of the list. “The Arizona-based startup says it can pull up to five liters of drinkable water a day from the air using a super absorbent material. The solar-powered system is in use in Jordan and Mexico and hit U.S. markets in late 2017,” the article notes. Read more
The 2017 Retirement Confidence Survey found that 3 in 10 workers worry about their personal finances while at work.1 What does this mean for employers, and what can you do about it? Research into financial wellness is beginning to show just how much of a toll financial anxiety can take on workers. Financial wellness is more than just a trendy term; it points to a very real problem, but there are solutions. Read more
In 2018, we are facing the frontier of exciting changes, which could be called disruptive or innovative, depending on your perspective. In this time of synchronized global growth, when nearly every country is growing economically, what can investors expect in the New Year? Here we explore some trends we anticipate will be the focus of attention in 2018. Please note that we offer these predictions not as investment recommendations but as an interesting look into the cultural changes that may affect the investment environment for everyone. Read more
Overwhelmed with year-end planning? If you are still in your working years, ask yourself these three simple questions about retirement savings to start 2018 in a strong and secure position. Read more
At Arnerich Massena, we are proud that we have always been ahead of the curve on this issue. We’ve expressly acknowledged our fiduciary status and have offered independent, unbiased advice to retirement plans since our inception. Regardless of the outcome of the rule’s delay, we will continue to embrace our fiduciary status and work in the best interest of Arnerich Massena clients and our clients’ retirement plan participants.
On Monday, the Department of Labor (DOL) announced an additional 18-month extension for several key provisions of its fiduciary rule. Full implementation of this rule has been delayed several times since it was adopted in 2016. Read more
The end of November means turkey dinners, time with family, and (of course) year-end tax planning! Here are five things you can do in under fifteen minutes to make tax-efficient use of your dollars at the end of the year: Read more
The I AM Learning Partnership Girls’ Club, where girls from third to sixth grade meet weekly for mentorship and enrichment activities, were recently treated to a visit from a local restaurateur, Lisa Tran from Tan Tan Café. Ms. Tran shared her inspiring story with the girls and provided special instruction on how to make salad rolls! Read more
With 92 percent of people now shopping online, we’ve become a nation of fairly savvy internet consumers. Even so, estimates suggest that nearly 40 percent of shoppers have fallen victim to online scams, and 20 percent have been victimized more than once! For hackers and scam artists, the holiday season is a time to get creative and clever, which means holiday shoppers should take extra care. Be aware of some of the most common tricks so that you can avoid them and have a hack-free holiday. Read more
“It’s often said you can’t make something out of nothing. Cody Friesen may have come as close to succeeding as anyone.” This line opens “Meet Zero Mass Water, Whose Solar Panels Pull Drinking Water From The Air,” a Forbes Magazine article about Zero Mass Water, one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager. The article, published November 15, 2017, highlights the incredible work Zero Mass Water is doing creating devices that pull potable water from the air.
Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Investment Menu Construction. This paper is the third of a five-part series outlining retirement plan best practices; the series began with plan governance and plan design, and will also cover plan monitoring and participant education. In Investment Menu Construction, we look at how to build a retirement plan investment menu that will result in improved long-term participant outcomes. Read more