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August 30, 2022 | Non-Profits
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 …
August 25, 2022 | Investing
No one likes to be whipsawed, and this year has left investors riding on quite the rollercoaster. If 2021 was the lift up to the first drop, well that hill peaked in January, and we’ve all been going through loops ever since. But whereas theme park rides are meant to be fun—for the most part— …
August 23, 2022 | Financial Planning
Real estate is all too often the black sheep of your portfolio – overlooked, but still valuable as it has a multi-faceted role in financial plans. Your primary residence, or residences, are a huge portion of the overall net worth of many clients must be factored into a proper financial plan. …
August 22, 2022 | Investing
President Biden recently signed the Inflation Reduction Act (IRA) into law. The primary purpose of the bill is to combat climate change, the increasing costs of prescription drugs and health insurance, and provides additional funding for the IRS. The saying “after all is said and done, more …
August 11, 2022 | Estate Planning
With so much going on in markets, it's easy to get caught up in the day-to-day and forget about all the other aspects of financial planning that are too important to miss. August also happens to be national ‘Make a Will Month,’ and in honor of the month, we’d like to bring everyone’s attention …
August 10, 2022 | Investing
Key takeaways: Given our outlook that the chance of a recession occurring has increased, we are making appropriate asset allocation adjustments to include more defensive positions Real estate is an area that, when managed correctly, can be positioned to provide a degree of downside risk …
August 01, 2022 | Investing
A Balancing Act Where are we after a month with another Fed decision, updated economic and inflation reports, and a big earnings season? The highlights are: June’s Consumer Price Index inflation report was much higher than expected, at 9.1% The Federal Reserve raised rates 0.75%, the second …
August 01, 2022 | Investing
Market selloffs aren’t fun, and recessions certainly aren’t either. The challenges facing investors and the economy are mounting - inflation, rising interest rates, and the prospects of a recession are all at the top of the list. Hear from Investment Policy Group Director, …
July 28, 2022 | Investing
Today, we are sharing a couple trends in the consumer goods sector that we think present attractive investment opportunities. As an active manager, we are constantly evaluating companies and industries that could make a good fit for one of three investment strategies. But first, how do we …
July 25, 2022 | Non-Profits
With a dedicated mission, Westerville Area Resource Ministry (WARM) has become one of the Westerville community's most trusted non-profits thanks to their proactive and clearly-defined approach to identifying donors and cultivating relationships. Now celebrating its 50th anniversary, WARM is a …
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