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Endowments & Foundations » Webinar: Cultivating the Next Generation of Philanthropists with Associate Boards
July 26, 2019 | Fundraising
Associate or junior boards are becoming more popular. Young professionals are often trying to grow their skill set and align themselves with a cause they care about. At the same time, organizations are always looking to create a pipeline of new leaders. Our panel of …
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Endowments & FoundationsLibrary » Third Quarter 2019 International Perspective
July 26, 2019 | Market Commentary
Quarterly Market Review International equities built on a robust first quarter performance with strong results during the second quarter as well. A shift in monetary policy expectations from hawkish to dovish, as well as a modest easing of trade tensions, helped propel the market rally. …
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All AudiencesLibrary » Webinar: Semi-Annual Outlook - Cooling Off After an Endless Summer
July 18, 2019 | Investment Themes
Markets have had a great first half of the year. Stock prices reached new highs, and investors who stayed the course during last year’s selloff have been rewarded. The good times, however, cannot go on forever, and issues such as slowing growth, trade, and politics are …
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All AudiencesMarkets & Economy » Investing in Other Investors
July 11, 2019 | Investment Themes
What if we told you that over $5 trillion worth of shares are traded every month? Or that every year, the entirety of the world’s GDP changes hands on stock exchanges all across the globe? Stock investing is big business, but few think of how a trade is actually processed. When orders are sent, …
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All AudiencesLibrary » Semi-Annual Outlook: Cooling Off After an Endless Summer
July 09, 2019 | Investment Themes
After a rocky end to 2018, global financial markets have bounced back. Stocks have showed their resilience. They’ve recovered most, if not all, of last year’s losses, rewarding investors who have stayed the course. Although financial markets appear to be back on solid footing, slower growth, trade …
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All AudiencesLibrary » July 2019 Perspective
July 02, 2019 | Market Commentary
On June 20, the US stock market closed at a new all-time high, breaking through 2,950 on the S&P 500, and ending the most significant drawdown of the decade.
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Financial Planning » 3 Ways to Determine How Much Life Insurance You Need
June 28, 2019 | Financial Planning
Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future …
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IndividualsLibrary » Webinar: Fi360 ETF - Income
June 24, 2019 | Market Commentary
Originally published in June 2019. Yield data noted within is as of 06/20/2019. Past performance does not guarantee future results. Client needs for income oriented portfolios can pose a range of challenges to advisors. Reach for yield and take on more portfolio risk? Take …
Markets & Economy » The Fed Has Its Work "Cut" Out
June 19, 2019 | Market Commentary
The Federal Reserve is meeting today, amid widely-held expectations that they will be cutting interest rates over the next 12-18 months. Typically, the Fed lowers rates to spur growth in the face of a slowdown. In fact, it has been more than 20 years since they have cut rates outside of what …
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All AudiencesEndowments & Foundations » The Trend to Associate Boards
June 17, 2019 | 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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Endowments & Foundations