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Library » December 2019 Perspective
December 02, 2019 | Market Commentary
Setting New Highs The US stock market soared to another round of all-time highs last month, adding further gains onto what has become a very strong year. Promising data on the state of the US economy drove the upward momentum, as well as renewed optimism that the US-China trade tensions may …
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All AudiencesMarkets & Economy » Manufacturing is more than just a number
November 25, 2019 | Investment Themes
Key Takeaways A popular manufacturing strength indicator has contracted for three straight months Some investors are concerned that slowing manufacturing activity could spread and lead to job loss in other sectors Manufacturing already accounts for a smaller portion of GDP than it once did, …
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All AudiencesEndowments & Foundations » Giving Tuesday: The Kick-off to Year-End Giving
November 21, 2019 | Fundraising
With the holidays and gift-giving season upon us, now is the time to start thinking about your organization’s year-end fundraising campaigns. Kicking off the year-end giving frenzy is GivingTuesday, a global day of giving, which occurs this year on Tuesday, December 3rd. Last year, Giving …
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Endowments & Foundations
Financial Planning » 2020 Qualified Plan Limits
November 20, 2019 | Financial Planning
Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …
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IndividualsLibrary » Webinar: Client Event Series
November 20, 2019 | Investment Themes
As we reflect on our upcoming 50th anniversary, we are thinking hard about the ways we can work with you to build a brighter financial future. That is why our offerings today go beyond asset management to address your total financial picture. Please join Marc and Jeff as they …
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All AudiencesMarkets & Economy » FAQ: When will the next recession hit?
November 15, 2019 | Market Commentary
When is the next recession going to hit? Jeff Ingraham, Managing Director of Portfolio Strategies, points out some key indicators of the country’s place in the economic cycle, and some signs of a looming recession.
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All AudiencesMarkets & Economy » FAQ: What is your position on gold as an investment?
November 15, 2019 | Market Commentary
Is investing in gold a good idea? In this video, Jeff Ingraham, our Managing Director of Portfolio Strategies, discusses why you should think about gold from an economic perspective, and how to find investments that have intrinsic value.
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All AudiencesMarkets & Economy » FAQ: What is your outlook for the trade war with China?
November 15, 2019 | Market Commentary
What impact is the trade war having on the markets? In this video, Jeff Ingraham discusses the dual impact of the U.S.-China trade war on both businesses and consumers, and his view on the possibility of an eventual resolution.
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All AudiencesMarkets & Economy » FAQ: What are your thoughts on low and negative interest rates?
November 15, 2019 | Market Commentary
What does a negative interest rate mean? Jeff Ingraham expands on the reasoning behind current low and negative interest rate environments, and how to find possible opportunities for investment.
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All AudiencesLibrary » Webinar: The Future of Philanthropy
November 15, 2019 | Fundraising
It takes generous people to help a community thrive. In our work with organizations and individuals, we are seeing that philanthropy continues to change and evolve. It is important to understand these changes, as philanthropy remains essential to both communities and …
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Endowments & Foundations