February 9, 2018

Don’t Get Scammed by Tax Scammers!

The beginning of February often puts U.S. residents in a tax-paying frame of mind, as employees open their mailboxes to find W-2s, 1099s, and other tax documents. February also brings with it increased activity from scammers and thieves, as tax season presents criminals with opportunities to steal identities, tax refunds, and all sorts of personal information. Read more »

February 7, 2018

FishPeople Seafood Featured in Spoon University

A leading college website, Spoon University, has discovered Fishpeople Seafood — one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager — and they like what they’ve found! “Fishpeople Seafood Entrée Kits are the Solution to a Fast and Healthy Dinner” suggests that Fishpeople’s entrée kits are just the thing for college students, who need solid nutrition but may not have time for major meal planning and preparation. Read more »

February 6, 2018

Arnerich Massena Sponsors the 12th Annual CFA Society Portland Investment Strategy Dinner

The CFA Society Portland hosted its 12th annual Investment Strategy Dinner on Feb. 1 at the Portland Art Museum. The gathering of more than 300 attendees, mostly CFA charterholders, featured keynote speaker Jeffrey Rosenberg, CFA, chief fixed income strategist for BlackRock, Inc. and a member of the BlackRock Investment Institute. Rosenberg discussed his outlook for 2018, particularly the impacts of the current environment on long-term fixed income potential. Read more »

February 5, 2018

Arnerich Massena Joins the American Lung Association’s Fight for Air Climb on February 11

“Big Pink” — it’s 40 floors and 525 steps, and you can climb it as many as five times! Teams and individuals will join the Fight for Air Climb vertical foot race on February 11, helping to raise funds to support the American Lung Association. This is the 6th annual Fight for Air Climb, a fun event for serious athletes and non-athletes alike. Stair climbing is lower-impact than walking and provides a total body workout that’s easy on the joints. Read more »

February 2, 2018

FishPeople Seafood Lauded in Forbes Magazine

“The company is called Fishpeople, and its mission from the ground up is to be a different kind of seafood company – one that brings pure, authentic, sustainable, and traceable seafood to consumers, but at an affordable price point and in the freezer section of your grocery store.” In Forbes Magazine’sEat Better Seafood: Easy New Way For You To Buy Delicious Fish,” author Larry Olmsted discusses some of the perils of seafood and how Fishpeople — one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager — is one of the solutions. Read more »

February 1, 2018

January 30, 2018

January 25, 2018

The Dangers of Complacency in Investing: Four Steps to Position Your Portfolio for the Future

When things have been good for a long time in the market, the human mind naturally adjusts and builds its idea of “normal” around the current environment. This “new normal” sets the stage for future decision-making. But beware of this tendency, because it can be deceptive! Since it’s impossible to predict future market movements, investors should base their strategy on a long-term plan, not on the current environment. Read more »

January 24, 2018

Practical Planning – Understanding Life Insurance

The basic purpose of life insurance is simple: upon your death, a policy will pay out a set benefit (income tax-free and occasionally estate tax-free) to your beneficiaries. When considering life insurance options, however, it can be difficult to determine the amount of coverage your family needs and to understand the terminology and costs/benefits of different policies. Read more »

January 23, 2018