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Insights for Non-Profits » 4 Tax-Efficient Strategies to Boost Year-End Giving
November 17, 2021 | Fundraising
With the holidays and gift-giving season right around the corner, now is the time to finalize your organization’s year-end fundraising plan. Kicking off this year’s final push is Giving Tuesday, taking place on November 30th. While the COVID-19 pandemic has proven to be one of the most …
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Non-ProfitsLibrary » Foundations, Volume Six
November 15, 2021 | Investment Themes
In our sixth edition of Foundations we take a closer look at a variety of topics impacting union members.
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Taft-Hartley
Markets & Economy » Talking Facebook and the Metaverse with Jay Welles, Lead Tech Analyst
November 04, 2021 | Market Commentary
Facebook can’t seem to stay out of the news, and its latest foray is one of its wildest bets yet. Late last week, Mark Zuckerberg, chief executive of Meta, the company formerly known as Facebook, announced a firmwide rebrand as the digital media giant seeks to refocus on the next frontier of …
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All AudiencesLibrary » November Perspective
November 01, 2021 | Market Commentary
The Relentless Rally All three of the major US equity indices finished the month of October at all-time highs, capping off the strongest month of returns in over a year, per the S&P 500 Index. The rally comes on the heels of the sharp, albeit brief return of volatility in September. In fixed …
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All AudiencesFinancial Planning » Required Minimum Distributions are Back!
October 26, 2021 | Financial Planning
In the midst of a gloomy 2020, there were a few bright spots. One of those being the opportunity to forego your required minimum distribution (RMDs) for the year. The CARES Act enacted in March 2020 waived RMDs for most retirement accounts, including inherited IRAs, but they are back in play …
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IndividualsInsights for Non-Profits » Planning, Values, and Fundraising: an Interview with Foodlink
October 25, 2021 | Fundraising
When the COVID-19 pandemic struck last March, it laid bare the chronic issue of food insecurity. The immediate closure of schools showed us how many children relied on the healthy meals that were provided to them each day, and as unemployment levels soared, we saw the basic need for food become …
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All AudiencesLibrary » Webinar: Third Quarter Market Update
October 22, 2021 | Market Commentary
> In this webinar, we go over the current market and economic conditions, disect how the prior quarter unfolded, and look at whats ahead for investers in the coming months.
Markets & Economy » Cruising Through the Economic Cycle
October 18, 2021 | Market Commentary
September has historically been the worst month for equities, and this year has proved no different. What was a calm start to the year has turned a bit choppy of late, with a whole host of risks now weighing on financial markets. While some issues such as the debt ceiling seem to be resolving …
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All AudiencesLibrary » Webinar: Third Quarter Market Update for Financial Professionals
October 11, 2021 | Market Commentary
In this webinar, we talk with Jay Welles and Jake Boak of the Research team discussing the Tech sector, the turbulent end of the quarter, and what it all means for the quarter ahead.
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Financial AdvisorsLibrary » October Perspective
October 01, 2021 | Market Commentary
Volatility Strikes Back US equities experienced the return of volatility toward the end of September as economic growth concerns, legislative turmoil, and rising interest rates sparked a stretch of choppy trading. The S&P 500 Index fell 4.8% over the month, snapping a lengthy streak of …
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