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Insights for Non-Profits » 4 Tax-Efficient Strategies to Boost Year-End Giving
November 28, 2022 | Non-Profits
In the spirit of gift-giving season being in full swing, now is the time to jumpstart your organization’s year-end fundraising plan. The season starts on Giving Tuesday, taking place on November 29th, and there’s a few ways to entice donor generosity. We don’t need to tell you how …
Financial Planning » 12 Actionable Tips Before Year-End
November 22, 2022 | Financial Planning
With the year-end quickly approaching, many of us are ready to close the books on what has been a volatile and unpredictable year and welcome a new year. While we wait for the ball to drop, these final few weeks of the year are a great time to take stock of your finances and consider some …
Financial Planning » Estate Planning Missteps of the Rich and Famous
November 21, 2022 | Estate Planning
Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish other goals. Also like us, while the vast majority of celebrity estate planning is sound, celebrities and their advisors are prone to making mistakes. However, for every …
Library » From the Desk of our International Small Cap Portfolio Manager
November 17, 2022 | Investing
Global markets and economies have operated amid an environment of increasing globalization for more than two decades. The relentless pursuit of scale and efficiency, looking not just at home but abroad, has resulted in lower costs for consumers and kept inflation under control.
Markets & Economy » Checking in on the Fed and Market Rally
November 11, 2022 | Investing
Federal Reserve (Fed) Chairman Jerome Powell stepped to the podium at his most recent press conference and delivered a very clear message: The market should expect rates to remain higher for longer. This sent markets lower and led to an aggressive repricing higher of the Fed’s terminal rate. …
Financial Planning » HSAs: the Ultimate Retirement Account?
November 10, 2022 | Retirement
Key Takeaways Health Savings Accounts (HSAs) are well known for their “triple threat” tax advantage, but do you know about all the other benefits one can provide? For those with good health, many experts believe an HSA is the first account you should maximize in saving for retirement. …
Financial Planning » Giving the Gift of a Roth IRA
November 09, 2022 | Financial Planning
Key Takeaways Give your child or grandchild head starts on their retirement savings by opening a custodial Roth IRA (Individual Retirement Account). Know the basics of making IRA contributions and what qualifies as earned incomes. Understand some of the benefits and potential drawbacks …
Library » Quarterly Market Update: Planning for Sunnier Days
November 07, 2022 | Investing
Every selloff is unique, and this year has been no exception. Rising interest rates, sticky inflation, geopolitics, energy, and so much more are all making things difficult. With markets and the economy in a state of flux, the question is, what should investors be doing today? …
Library » November Perspective
November 01, 2022 | Investing
The Fed vs. Inflation With October’s checkered history including both the 1929 market crash and 1987’s Black Monday, the 2022 rendition fared much better than its reputation as investors weighed their options amongst high inflation readings and the central bank’s plan to lower it. Not only did …
Insights for Non-Profits » When Disaster Strikes
October 25, 2022 | Non-Profits
When natural disasters strike, non-profits play crucial roles in response and recovery efforts – but may also be directly impacted themselves. From making sure your team is safe, to navigating disruptions in operations and donor outreach, how can non-profits ensure they remain effective in the …