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Financial Planning » Long-Term Care Month: The Costs
December 07, 2020 | Retirement Plans
Long-Term Care (LTC) not only requires logistical planning, but also careful cost consideration. In our last post, we detailed the specifics of who may need LTC and what kind, and now we’re digging into the cost of preparing yourselves for these types of substantial costs. Based on information …
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IndividualsLibrary » December 2020 Perspective
December 01, 2020 | Market Commentary
Stocks Charge Ahead November was dominated by politics and COVID vaccines as these two key macroeconomic variables came into greater focus, helping contribute to strong, broad based gains across equity markets. US equities rose substantially over the course of November, with particularly strong …
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All AudiencesFinancial Planning » Long-Term Care Month: What You Need to Know
November 25, 2020 | Retirement Plans
November is National Long-Term Care Awareness Month. With the holiday season right around the corner and many discussions to be had around the dinner table (or Zoom call) with your loved ones, now is the perfect time to learn about long-term care and begin the conversation with your family. …
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IndividualsInsights for Non-Profits » Virtual Event: Associate Board Roundtable
November 24, 2020 | Fundraising
Does your organization have an Associate Board or Young Professionals Group? If not, are you interested in starting one? Join us on Friday, November 20th at 12pm for a panel discussion where members of our non-profit community will share their experiences in implementing these …
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Non-ProfitsMarkets & Economy » Looking Beyond the Hype in 5G
November 23, 2020 | Investment Themes
5G has been around for several years as a bleeding edge technology that had not yet reached wide acceptance or use. That has now changed. Last month, Apple unveiled 5G enabled iPhones for the first time, while at the same time, the major US cellphone carriers launched a promotional blitz …
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All AudiencesLibrary » Webinar: The State of Today's Mergers and Acquisitions Market and Preparing your Business for Sale
November 20, 2020 | Investment Management
Watch Russell D’Alba and John Hawkins from Paramax Corporation, and Dana Vosburgh from Manning & Napier, discuss how COVID-19 has impacted the overall landscape of today’s mergers and acquisitions market, items to consider when preparing your business for sale, how to know …
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IndividualsInsights for Non-Profits » The Trend to Associate Boards
November 19, 2020 | Fundraising
Non-profits are under constant pressure to secure funds that help fulfill organizational goals. It is important to adapt giving strategies and traditional governance structures to stay on track, not only now, but also in the future.
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Non-ProfitsMarkets & Economy » Four Things We’re Thinking About Post-Election
November 10, 2020 | Market Commentary
Markets hate uncertainty, and there have been few years with more uncertainty than 2020. As soon as we thought we had our arms around the pandemic or the election, this year surprised us again. The pandemic will not end because we have good preliminary vaccine results, but it does give …
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All AudiencesLibrary » November 2020 Perspective
November 02, 2020 | Market Commentary
Frozen by Uncertainties October was a whirlwind month with markets rising back to all-time highs during the first few weeks, only to then back track, giving up their early month gains and more. Driving the selling pressure were a growing number of uncertainties, including the potential results …
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All AudiencesInsights for Non-Profits » Webinar: Creating an Endowment: Learning from Real World Experience
October 30, 2020 | Fundraising
The COVID-19 pandemic has proven to be a major obstacle for the fundraising efforts of non-profits. Many have been forced to scale back on staffing and support programs, and some even had to close their doors. Organizations with an endowment have been fortunate to be able to …
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Non-Profits