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September 14, 2021 | Market Commentary
It isn’t the flashiest of businesses, but the steady railroad industry keeps on chugging along. We see opportunity in a few of the North American rail operators and lay out our view for how we are thinking about the space.
Audience
All AudiencesSeptember 08, 2021 | Financial Planning
The tax code has been through a whirlwind these past few years. We’d forgive our readers if they have a hard time keeping it all straight. To briefly recap, the changes started at the end of 2019 with the passage of the SECURE Act, which changed a number of rules relating to IRAs and …
Audience
All AudiencesSeptember 01, 2021 | Market Commentary
The Beat Goes On US equities rose again in August with the S&P 500 Index rising 2.9% over the month. The gains extend the equity market’s winning streak up to seven consecutive months. Global markets rose as well with the MSCI All Country World Index rising 2.4% for the month. In fixed income, …
Audience
All AudiencesAugust 30, 2021 | Market Commentary
The situation in Afghanistan is quickly evolving. As the US Military works to ensure a safe evacuation for as many Americans and Western allies as they can, a stark reality is beginning to set in. The Taliban have taken over, and their rules are now reality for the approximately 40 million people …
Audience
All AudiencesAugust 27, 2021 | Fundraising
Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …
Audience
Non-ProfitsAugust 20, 2021 | Financial Planning
We’ve all been there. We didn’t think it through and made a poor decision with our money. Was it because of something you didn’t know in the moment, or maybe you received some poor advice? Or was it more innocent than that: Did you fall victim to a cognitive gaffe or an emotional bias? …
Audience
IndividualsAugust 13, 2021 | Investment Themes
Investing with a mind’s eye toward Environmental, Social, & Governance (ESG) considerations is in many ways, more important now than ever for many non-profit organizations. In this webinar, we explore how non-profits can navigate the nuanced ESG landscape and implement an ESG …
Audience
Non-ProfitsAugust 11, 2021 | Market Commentary
China has been a bit of an outlier globally in terms of its response to COVID and the resulting economic cycle that has followed. Conspiracy theories and differences of opinion with regard to the origin of the virus aside, one could argue that China was uniquely suited to handle this pandemic from …
Audience
All AudiencesAugust 04, 2021 | Market Commentary
Yet Another Strong Month The US stock market delivered another month of gains, albeit more modest than what we have seen of late. A strong upsurge in economic activity continues to drive positive equity performance, with an assist from last month’s news of the newly agreed upon bipartisan …
Audience
All AudiencesJuly 29, 2021 | Investment Themes
Investors striving to achieve not only a financial return, but a social benefit as well, often turn to socially responsible investing (or SRI). SRI is especially applicable for non-profits that are seeking to ensure that their organization’s investments are fully supporting and are aligned with …
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