Arc Capital Management, LLC

Two more days until tax filings are due. Here is some advice from our friends at wealthmanagement.com to help you all weather through the last couple of stressful days.

Already ahead of ya, President Obama. At Arc Capital Management, we have always believed and practice that taking the fiduciary approach to wealth management was and is the only way to go. Only with the fiduciary standard, can financial advisers, investment managers, and wealth managers truly be partners with their clients. Clients of Arc Capital Management are given total transparency to the fees and trading commissions assessed on their accounts. For more information, please feel free to contact us.

2014 is coming to end very soon. Have you thought about how you could maximize the impact of your charitable donations, minimize your tax liabilities, and augment your tax-free wealth transfers? #endofyear #financialplanning #estateplanning #investments

Today, we remember those brave men and women, those still with us and those who have passed, who had served this great nation with valor and bravery, so that we and others around the world could breathe the sweet air of freedom and liberty. Although many people have today off, let us not forget why we have today as a holiday. Also, as investors and economists, we need to wonder why the unemployment rate for armed service personnel who have served since September 11, 2001 is... 7.2% versus 5.8% for the general US population. In addition to the thank you's, let’s all extend offers to help our veterans succeed after duty. Arc Capital Management recommends friends, family, and veterans themselves to contact Onward, an organization devoted to helping veterans transition to school or higher professionals post service. They can be reached at http://www.go-onward.org/. See more

At Arc Capital Management, we pride ourselves for being not only asset gatherers, but also "asset managers." All our clients own a diversified portfolio of individual stock names, not ETFs or mutual funds. Through calculated, risk-adjusted active management strategies, we strive to generate value-adding returns (alpha) for our clients. One of the leading investment houses in the world, PIMCO, recently offered its views of the equity market in a low-interest rate, low-grow...th environment. Here's a tidbit from the article: "...Overall, however, the low rate environment will be supportive for stocks provided inflation remains subdued, as companies can take advantage of historically cheap financing. While bank lending remains constrained, particularly in Europe, good companies such as Apple recently are good examples of how companies are using low rates to tap the market for liquidity. This access to financing is particularly helpful to companies in sectors or activities with attractive demand profiles relative to overall demand in an otherwise slow growth world. This outlook means that investors should look for alpha and stock- picking skills as opposed to equity beta in the years to come. Strong teams with strong processes and proven ability to exploit market inefficiencies are key..." Read more: http://www.businessinsider.com/pimco-stock-market-outlook-2

There has been a significant amount of news this week regarding the Heartbleed security bug. Essentially, this bug involves a security flaw in OpenSSL connections with web-based services, which potentially could compromise the information that is stored on the website servers. Arc Capital Management uses Credit Suisse as our executing broker dealer. Credit Suisse's clearing firm, Pershing, has reviewed all of the client-facing systems and determined that these systems are ...not vulnerable to the Heartbleed Security Bug. It is also important to note that Credit Suisse and Pershing spend a significant amount of time and money each year focused on protecting their systems in an environment of evolving and increasing security threats. Unfortunately, Heartbleed will not be the last security bug that we encounter, however you can be assured that Arc Capital Management's accounts are safeguarded by the top security experts in the financial services industry. See more

Pearls of wisdom from Professor Jeremy Siegel, Professor of Finance at the Wharton School. His piece tries to allay fears caused by the recent market volatility.

New year, new opportunities. How is your portfolio positioned for the new year?

Today, December 10, marks the fifth anniversary of the collapse of Bernie Madoff's multi-billion dollar, epic ponzi scheme. As many investors caught in this unfortunate event slowly bring their finances and lives back in order, we are constantly reminded that as a registered investment advisor, Arc Capital Management, LLC is bound by law to act in a fiduciary manner towards client assets and investment objectives. This includes, but is not limited to, securing our client a...ssets at a reputable, safe, THIRD-PARTY custodial bank. Through our partnership with Credit Suisse Private Bank USA, our client assets are domiciled at Pershing LLC, a Bank of New York Mellon company. With this arrangement, our clients can rest assured that their assets are individually segregated and can only be moved, wired, or withdrawn by the client/account owner (aka, YOU). Monthly third-party statements generated by Credit Suisse/Pershing LLC help our clients objectively track their investments and asset values. Arc Capital Management does not participate in the compiling of client statements. Here at Arc Capital Management, superior investment services go hand in hand with your financial peace of mind.

2013 is quickly approaching the close. S&P 500 is up 26%, Dow Jones is up 22% and the NASDAQ is up 34%. Investors who have been invested in the markets this year are doing well. Now, do you know your tax selling and various capital gains rules? Email us at [email protected] to arrange a review!

Larry Fink (Chairman and CEO of Blackrock) and Bond King Bill Gross (Co-CIO of PIMCO) will be speaking at UCLA Anderson, which is less than a mile away from Arc Capital Management's offices, tonight at 7PM. Although the event is sold out, CNBC/UCLA Anderson will be broadcasting the event live on the website below. We encourage you to listen if you have time!

Arc Capital Management will be at Disrupt SF today through Wednesday. If you are in San Francisco and would like a portfolio/financial planning consultation, please email us at [email protected]!

Committed to providing financial education and "bringing Wall Street knowledge to Main Street", on August 17, managing principal Robert Chung gave a talk at a community finance seminar hosted by the Chinese-American Association of Walnut (CAAW). The topic was "Where to Invest Other Than Real Estate." Walnut has seen a big increase in real estate values (due to the recovering real estate market and the continual excellence of the local high school, Walnut High School). Local investors fearing that they have missed the opportunity to invest in real estate have been wondering where else they could invest their cash. For more information, please contact us at 310-361-8584 or by email [email protected].