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Library » Growing Your Practice Through Opportunities with Charitable Organizations
March 11, 2021 | Market Commentary
Watch our Growing Your Practice Through Opportunities with Charitable Organizations webinar where our experts discussed the significant and attractive opportunities of working with non-profits. For your convenience, we wanted to share a recording of the live event. As …
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Financial AdvisorsFinancial Planning » Women and Wealth
March 11, 2021 | Financial Planning
With Women’s History Month in full swing, we take a look at how women invest, what’s important to them, and how they are achieving success. Women think about money differently, invest it differently, and spend it differently. While motivations vary from person-to-person, as a whole, female …
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All AudiencesMarkets & Economy » Three Industries that Shouldn’t Be Ignored
March 04, 2021 | Investment Themes
The best investments can often be the ones no one is talking about. The technology is too new or overlooked. The company is turning around but investors don’t believe it yet. Or, sometimes, the business is just so boring that no one bothers to even take a look. Part of our job as an active …
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Library » Cash Balance Plans for Owner-Only Businesses
March 03, 2021 | Financial Planning
There are over 26 million owner-only businesses in the nation today. Many of these businesses can benefit from substantially increased retirement savings through the use of cash balance or traditional defined benefit plans. In general, an owner-only business consists exclusively of owners, …
Library » March Perspective
March 01, 2021 | Market Commentary
Bond Market Temper Tantrum Bond yields rose substantially in February as a combination of slowing COVID transmission rates, widespread vaccine rollouts, and expected government stimulus measures boost investor optimism that a full economic reopening is on the horizon. Perversely, all the …
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All AudiencesInsights for Non-Profits » Four Considerations for your Non-Profit Investment Policy
February 24, 2021 | Fundraising
An investment policy is a road map for your non-profit portfolio. It guides your investment program, specifying the risks you’re willing to take and the goals you’re trying to achieve. It should be the first step when an organization funds a portfolio, but it is not a ‘set it and forget it’ …
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Non-ProfitsFinancial Planning » Taking Advantage of a Golden Opportunity
February 23, 2021 | Investment Themes
We regularly hear concern from clients about everything that is going on today. How am I going to save for retirement in such a turbulent, difficult time? In many ways, saving and investing has never felt so strange. Today, interest rates on traditionally safe bonds are near zero, if not below; …
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All AudiencesMarkets & Economy » The Value of Gold in a Portfolio
February 18, 2021 | Investment Themes
For thousands of years, people have used gold to trade goods and services, store wealth, and protect against the pernicious effects of inflation. While gold may not be as essential to the plumbing of our financial system as it was decades ago, it remains a popular investment. The United States …
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All AudiencesFinancial Planning » Webinar: Top Planning Considerations for 2021
February 18, 2021 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. A newly elected President and proposed tax law changes coupled with the ongoing impact of Covid-19 have left many with questions. Please join us for our upcoming webinar where our …
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All AudiencesMarkets & Economy » Gamestop, Day Trading, and Speculation
February 02, 2021 | Market Commentary
What a week for a struggling video game retailer. GameStop, whose business has been under serious pressure for years now, saw its stock price experience startling levels of volatility last week as a short squeeze, options trading, social media, and raw speculation all coincided to send the stock …
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