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March 23, 2023 | Non-Profits
With missions dedicated to persevering and overcoming life’s challenges, non-profit organizations are no strangers to diversity. Diversity acknowledges that there’s no one way to live, think, or work together. In that same sentiment, diversifying boards has become a best practice, bringing …
March 22, 2023 | Financial Planning
While we would all love to age gracefully and healthily, there’s the reality that our mind and bodies can fail us. Cognitive decline, also referred to as cognitive impairment, is a condition in which an individual is suffering from memory loss or challenges related to language, judgment, and …
March 08, 2023 | Investing
It’s easy to focus on what could go wrong in markets and the economy this year given the current landscape – but what if we flipped the script and highlighted what could go right in 2023? We reached out to our research analysts to get their insights. Let’s hear what they had to say. Sector: …
March 02, 2023 | Investing
What’s New The month of February did not end on the same optimistic note as January did. While the markets started the year off with strong performance, the past month was more difficult as investors parsed through new data. The three major US stock indexes ended the month as follows: S&P 500 …
February 27, 2023 | Non-Profits
In our 2023 Outlook for Endowments and Foundations webinar, our team reviewed the biggest risks to non-profit investors in today’s market environment and shared actionable advice to organizations seeking to start the year off right. During the event, your peers asked important questions that we …
February 23, 2023 | Financial Planning
Every year the IRS releases new information on tax brackets, retirement savings limits, deductions or credits, and other key tax rules – all of which is applicable for the next tax year, yet necessary to know now to incorporate the appropriate strategies into your financial plan. On top of IRS …
February 21, 2023 | Investing
The Fed, investors, and consumers have spent the last year navigating extraordinarily high inflation. As we all look for it to cool, there are questions on how it’s measured, what drives it, and how it can impact investment portfolios. Inflation measures how much the prices of goods and …
February 17, 2023 | Tax Planning
Every new year brings about changes to certain tax laws, savings limits, Social Security benefits, and more. A newly passed bill, piggybacking off the SECURE Act – making additional changes to key retirement plan rules – has left many with questions. In our recent webinar our …
February 10, 2023 | Investing
Looking for help planning for 2023? We share a recap of 2022, our long-term investing and economic outlook, planning techniques for non-profits this year, and other tips to help your organization succeed in the year ahead. Read more in our 2023 Outlook Get a closer look at …
February 08, 2023 | Financial Planning
Your guide to creating, reviewing, and maintaining your financial plan Whether you’re starting from scratch or re-evaluating your current situation, a financial plan is essential to helping you reach your goals. Our free checklist breaks down the components and factors you should be …
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