Search
Filter by type
December 28, 2020 | Investment Themes
The end of year holiday season is a time for celebration and reflection. For investors, they will no doubt be thinking about all the financial market volatility during the first three months, and what they did about it. The pandemic created so much unknown and uncertainty that few would have …
Audience
All AudiencesDecember 22, 2020 | Fundraising
Sarah F. Bothma Associate Attorney Underberg & Kessler, LLP Guest contributors, Sarah Bothma and Ed Russell from Underberg & Kessler, LLP, share the ways donors can benefit from creating an endowment. An endowment provides great flexibility for charitable giving, …
Audience
Non-ProfitsDecember 17, 2020 | Tax Planning
With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and move on to 2021. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully improve …
Audience
IndividualsDecember 15, 2020 | Investment Themes
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
Audience
IndividualsDecember 14, 2020 | Investment Themes
Successfully investing in today’s pandemic has been defined by winners and losers, and this holiday season is no exception. Everyone can pick out the hot pandemic-driven trend of the day, or point out the suffering traditional retailer, but somewhere in the middle are a variety of overlooked …
Audience
All AudiencesDecember 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 …
Audience
IndividualsDecember 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 …
Audience
All AudiencesNovember 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. …
Audience
IndividualsNovember 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 …
Audience
Non-ProfitsNovember 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 …
Audience
All AudiencesLoading...