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Library » Further Detail on the Coronavirus and its Potential Impact
February 27, 2020 | Market Commentary
Markets have sold off sharply in recent days, particularly in the US, but we believe it remains a leap of faith to advocate buying this dip aggressively at this point. For some time, markets have been too complacent about the risks to global economic growth, confidence, and earnings, and the …
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All AudiencesMarkets & Economy » An Update on the Coronavirus and Markets
February 24, 2020 | Market Commentary
The Coronavirus outbreak spread beyond the Middle East and Asia this weekend, rekindling fears of a global pandemic and roiling international financial markets. Reports of new cases surged in South Korea, Iran, and northern Italy as the global total of reported cases approaches 100,000. …
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All AudiencesEndowments & Foundations » 5 Ways to Incorporate Micro-Fundraising into your 2020 Strategy
February 20, 2020 | Fundraising
In this digital age, people are utilizing technology in nearly every aspect of their lives. In order to keep up with the changing times, organizations are incorporating technology into their fundraising strategies. Micro-fundraising is a concept that has picked up speed in the non-profit world …
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Endowments & Foundations
Financial Planning » Four Signs it’s Time to Update Your Estate Plan
February 18, 2020 | Estate Planning
Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can be expensive, and may evoke fears of death. However, having an effective, up-to-date estate plan is vital to achieving your multi- …
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IndividualsMarkets & Economy » Perspective On Tesla's Wild Stock Move
February 13, 2020 | Investment Themes
Update: On Thursday morning, February 13, Tesla did in fact announce that in order to “further strengthen its balance sheet,” they will be offering up to $2 billion in new shares. Perspective on Tesla's Wild Stock Move It has been a wild ride for Tesla investors over the past six months. The …
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All AudiencesFinancial Planning » Webinar: Important Tax, Savings, & Benefit Updates For 2020
February 06, 2020 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. Some of this important information can be difficult to locate or understand which can make creating a comprehensive plan challenging. Additionally, the passage of the SECURE Act at the …
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All AudiencesLibrary » February 2020 Perspective
February 03, 2020 | Market Commentary
Scares Send Stocks South Global stock markets kicked off the 2020s with small losses in January as a series of out-of-left-field risks dented investor enthusiasm. The most recent issue is the Coronavirus outbreak (more on that below), but concerns over US-Iranian relations, internal US …
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All AudiencesEndowments & Foundations » Webinar: 2020 Intentions for Non-profits
February 03, 2020 | Fundraising
We are coming off of one of the most abounding decades for financial markets, but it’s important to consider that the next year might not be as rosy. Watch our on-demand webinar, where we discuss what we’ve seen over the last decade and share our thoughts on the intentions …
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Endowments & FoundationsMarkets & Economy » 3 Health Care Controversies and a Word on the Coronavirus
January 30, 2020 | Investment Themes
Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …
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Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020
January 27, 2020 | Financial Planning
We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …
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