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Financial Planning » Marginal vs. Effective Tax Rates
May 25, 2022 | Tax Planning
What comes to mind when you think about taxes? It’s probably not the blissful feeling of sipping a refreshing drink on the beach. Instead, it’s deadlines, numbers, forms, and an overall annoyance. It doesn’t help that tax rules are constantly updating, making a complex topic even more difficult. …
Financial Planning » The Value of Tax Management
May 24, 2022 | Financial Planning
If saving and investing are the building blocks of wealth planning, then proper tax management is the roof protecting the building. Great investment results, or your house, can be bogged down by poor tax decisions, or a leak in the roof, hampering your ability to meet long-term goals. Wealth …
Insights for Non-Profits » The Non-Profit Volatility Advantage
May 18, 2022 | Investing
Market selloffs are never easy. It doesn’t matter whether you are an individual investor, a financial professional, or a non-profit organization, down markets are difficult to get through. But unlike many investors, the endowments and foundations that support non-profits and their missions …
Financial Planning » Will Inflation Ruin Your Financial Plan? Here’s What to Do.
May 17, 2022 | Financial Planning
Key Takeaways: Inflation diminishes purchasing power, making it hard to stretch your dollars as far Implementing good financial habits early allows for adaptability if inflation strikes Avoid being caught off guard by proactively accounting for inflation in your financial plan Simply …
Markets & Economy » May’s Market Selloff
May 11, 2022 | Investing
Key Takeaways: A falling market, rising interest rates, inflation, and growth worries are all challenging financial markets To fight inflation, the Fed is tightening financial conditions, threatening to cause a recession and spooking markets in the process We believe in deploying a truly …
Financial Planning » 2022 Tax & Wealth Planning Guide
May 10, 2022 | Financial Planning
This nearly 60-page guide covers everything from key facts and figures to tips, tricks, and strategies to optimize your tax plan for this year. What’s inside: Personal income tax rates, deadlines, deductions, and credits Business taxes, rates, and deductions Trust & estate taxes …
Insights for Non-Profits » Impact - Volume Four
May 09, 2022 | Non-Profits
Get new ideas and fresh inspiration to serve your mission so you can do more of what you do best – raising money and driving results for those you serve. Feature articles include: Building Your Endowment in Five Steps Reasons to Make Board Diversity a Priority All That's Certain is …
Library » May Perspective
May 02, 2022 | Investing
What's New The volatility and uncertainty investors have experienced to start of 2022 continued all the way through the end of April, capped off by the Nasdaq’s 4.2% drop on Friday, and pushing the growth-oriented index into a bear market (defined as 20% or more below the all-time high). …
Library » From the Desk of our Fixed Income Director
May 02, 2022 | Investing
Hear our expert, in-depth views on recent economic and market issues. In this From the Desk letter, our Managing Director of Fixed Income dissects the rising rate environment, whether or not inflation has reached an inflection point, and portfolio construction considerations to prepare for a …
Insights for Non-Profits » 5 Tips and Tricks for Keeping Board Members Engaged
April 29, 2022 | Non-Profits
Behind every successful non-profit organization is a strong board of directors. After finding and training a dedicated board, the critical next step is keeping members engaged and educated. The COVID-19 pandemic has made board engagement even more challenging since in-person contact has been …