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Library » February 2020 Perspective
February 03, 2020 | Market Commentary
Scares Send Stocks South Global stock markets kicked off the 2020s with small losses in January as a series of out-of-left-field risks dented investor enthusiasm. The most recent issue is the Coronavirus outbreak (more on that below), but concerns over US-Iranian relations, internal US …
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All AudiencesInsights for Non-Profits » Webinar: 2020 Intentions for Non-profits
February 03, 2020 | Fundraising
We are coming off of one of the most abounding decades for financial markets, but it’s important to consider that the next year might not be as rosy. Watch our on-demand webinar, where we discuss what we’ve seen over the last decade and share our thoughts on the intentions …
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Non-ProfitsMarkets & Economy » 3 Health Care Controversies and a Word on the Coronavirus
January 30, 2020 | Investment Themes
Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …
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Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020
January 27, 2020 | Financial Planning
We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …
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All AudiencesMarkets & Economy » Lessons From a Growing Apparel Stock
January 16, 2020 | Investment Themes
Apparel is a competitive industry. Trends are constantly changing, and there are frequently new entrants. Rarely does a company make a long-lasting impact, but Lululemon has been an exception to a difficult rule. We’re taking a look at what has allowed this company to grow from a specialty yoga …
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Insights for Non-Profits » It's Been a Great Decade. Now What?
January 16, 2020 | Fundraising
The 2010s are over, and by now, you’ve surely been inundated with nostalgic stories of how much the world has changed over the past decade. When it comes to investments, most of the recaps we’ve seen follow a similar narrative: It’s been a great decade for investors. You can’t argue with the …
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Non-ProfitsLibrary » Top 5 FAQs from Our 2020 Outlook Webinar
January 14, 2020 | Investment Themes
This year certainly won’t be boring. With trade disputes, upcoming elections, and geopolitical turmoil, investors are heading into the new decade on their toes. Our 2020 Outlook: Cutting Through the Noise tackles these key issues and more, as well as what investors should expect over the next …
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All AudiencesLibrary » Webinar: 2020 Outlook - Cutting Through the Noise
January 10, 2020 | Financial Planning
The end of the decade brings some uncertainty for the conscientious investor. The news cycle has been chaotic, and it’s difficult to understand what’s relevant to today’s financial markets. But none of this means disaster for the economy. In our 2020 Outlook webinar, …
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All AudiencesFinancial Planning » Webinar: Breaking Down the SECURE Act
January 07, 2020 | Financial Planning
The SECURE Act has officially passed, but what exactly does it mean? As the biggest retirement legislation in a decade, it can be tough to understand all of the ways this may actually impact your family. Watch now as our team of experts tell you what you need to know. You can …
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All AudiencesLibrary » January 2020 Perspective
January 02, 2020 | Market Commentary
Looking Back on the 2010s US stocks rose several more percentage points in December, completing what grew to be a historically strong year. After a tumultuous end to 2018, stocks started the year by shaking off a multitude of worries including the trade war, monetary policy, and the government …
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