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Insights for Non-Profits » 5 Lessons Non-Profits Learned in 2020
January 15, 2021 | Fundraising
2020 was certainly a challenging year for many organizations, but for some, also a year of evolution and growth. Many of the lessons learned this year can help non-profits prepare for potentially difficult years ahead. Below are five lessons that non-profits learned in 2020. Virtual Reality is …
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Non-ProfitsMarkets & Economy » Finding Opportunity in Animal Health
January 11, 2021 | Investment Themes
Opportunity at the Vet’s Office Coronavirus and the ensuing lockdowns have us all thinking about our homes more. This has meant relocating, redecorating, or trying to create the ideal environment for working and schooling from home, and for thousands of Americans, this has also meant adding a …
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All AudiencesLibrary » Webinar: Q4 2020 Market Update
January 08, 2021 | Market Commentary
Watch our Market Update Webinar where Ebrahim Busheri, our Director of Investments, puts a bow on a wild 2020, takes the temperature of where we stand today, and provides his perspective on where we think we are going to go from here.
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Financial Advisors
Financial Planning » 10 Financial New Year’s Resolutions for 2021
January 08, 2021 | Financial Planning
The start of a new year goes hand in hand with making resolutions, and financial health tends to be one of the most popular topics. Although not all new year’s resolutions are successful, the list below should give you a good idea on how to keep financial resolutions throughout this year and …
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IndividualsLibrary » January 2021 Perspective
January 04, 2021 | Market Commentary
Wrapping Up a Wild Year Equities continued rising in December, wrapping up a very strong fourth quarter and solid gains for a volatile 2020 calendar year as well. Of the major indices, the tech-led Nasdaq rose an enormous 44% last year, besting the 18% and 20% gains for the S&P 500 and Russell 2 …
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All AudiencesFinancial Planning » A First Glance at the Latest COVID-19 Relief Bill
December 31, 2020 | Financial Planning
Signed into law on December 27, the newest COVID-19 relief bill, formally known as the Consolidated Appropriations Act, 2021, is by far the largest bill ever enacted at well over 5000 pages. Not only does it provide an array of new relief measures, but it also includes the government omnibus …
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All AudiencesMarkets & Economy » Investing Lessons of 2020
December 28, 2020 | Investment Themes
The end of year holiday season is a time for celebration and reflection. For investors, they will no doubt be thinking about all the financial market volatility during the first three months, and what they did about it. The pandemic created so much unknown and uncertainty that few would have …
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All AudiencesInsights for Non-Profits » Maximize Control and Charitable Impact with an Endowment
December 22, 2020 | Fundraising
Sarah F. Bothma Associate Attorney Underberg & Kessler, LLP Guest contributors, Sarah Bothma and Ed Russell from Underberg & Kessler, LLP, share the ways donors can benefit from creating an endowment. An endowment provides great flexibility for charitable giving, …
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Non-ProfitsFinancial Planning » 12 Actionable Tips Before Year-End
December 17, 2020 | Tax Planning
With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and move on to 2021. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully improve …
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Individuals
Financial Planning » Investment Outlook 2021: Light at the End of the Tunnel
December 15, 2020 | Investment Themes
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
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Individuals