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Markets & Economy » Lessons From a Growing Apparel Stock
January 16, 2020 | Investment Themes
Apparel is a competitive industry. Trends are constantly changing, and there are frequently new entrants. Rarely does a company make a long-lasting impact, but Lululemon has been an exception to a difficult rule. We’re taking a look at what has allowed this company to grow from a specialty yoga …
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Endowments & Foundations » It's Been a Great Decade. Now What?
January 16, 2020 | Financial Planning
The 2010s are over, and by now, you’ve surely been inundated with nostalgic stories of how much the world has changed over the past decade. When it comes to investments, most of the recaps we’ve seen follow a similar narrative: It’s been a great decade for investors. You can’t argue with the …
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Endowments & FoundationsLibrary » Top 5 FAQs from Our 2020 Outlook Webinar
January 14, 2020 | Investment Themes
This year certainly won’t be boring. With trade disputes, upcoming elections, and geopolitical turmoil, investors are heading into the new decade on their toes. Our 2020 Outlook: Cutting Through the Noise tackles these key issues and more, as well as what investors should expect over the next …
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All AudiencesLibrary » Webinar: 2020 Outlook - Cutting Through the Noise
January 10, 2020 | Financial Planning
The end of the decade brings some uncertainty for the conscientious investor. The news cycle has been chaotic, and it’s difficult to understand what’s relevant to today’s financial markets. But none of this means disaster for the economy. In our 2020 Outlook webinar, …
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All AudiencesFinancial Planning » Webinar: Breaking Down the SECURE Act
January 07, 2020 | Financial Planning
The SECURE Act has officially passed, but what exactly does it mean? As the biggest retirement legislation in a decade, it can be tough to understand all of the ways this may actually impact your family. Watch now as our team of experts will tell you what you need to know. …
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All AudiencesLibrary » January 2020 Perspective
January 02, 2020 | Market Commentary
Looking Back on the 2010s US stocks rose several more percentage points in December, completing what grew to be a historically strong year. After a tumultuous end to 2018, stocks started the year by shaking off a multitude of worries including the trade war, monetary policy, and the government …
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All AudiencesMarkets & Economy » Video Games are More Than Child's Play
December 23, 2019 | Investment Themes
Key Takeaways Video games have moved away from a console-based structure towards free-to-play and mobile models The shift to a digital model has a long runway in the US economy Virtual reality and game streaming provide exciting future potential Business is booming for video games. …
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Financial Planning » Highlights of the Newly Enacted SECURE Act
December 20, 2019 | Financial Planning
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is designed to expand and preserve retirement saving options for more Americans. While the Act introduces nearly 30 new amendments to the Internal Revenue Code, we highlight 12 changes we believe will be the most impactful for …
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Financial Planning » Keeping an Eye on Recent Rulings as the SECURE Act Looks to Pass
December 18, 2019 | Financial Planning
News about finances, health care, and estate planning is constantly changing – modification in laws and regulations can be confusing, and it’s difficult to know how your finances will be affected. Below we outline a few of the most recent changes, particularly proposed updates to retirement …
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IndividualsEndowments & Foundations » Webinar: The Future of Philanthropy
December 12, 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