Library » Foundations, Volume Three

April 10, 2019 | Investing

In our third edition of Foundations we take a closer look at a variety of topics impacting union members. Explore the articles in this issue:  Politicians Must Make Good On Their Promise to Help Working Men & Women Considering a Loan From Your Retirement Plan? You May Want to Think …

Library » April 2019 Perspective

April 02, 2019 | Investing

US stocks finished the quarter with one of its best starts in a decade. All 11 S&P 500 sectors ended the quarter higher for the first time since 2014, and growth companies saw particularly strong gains. The market has now recovered almost all of its fourth quarter losses from last year.

Markets & Economy » 5 Truths About Female Investors

March 25, 2019 | Investing

They say that men are from Mars and women are from Venus. We aren’t so sure we’re from different planets, but there are definitely differences when it comes to investing. With Women’s History Month in full swing, we take a look at five key facts about women as investors. 1. Women are more …

Markets & Economy » Big Tech Meets Big Government

March 08, 2019 | Investing

Big technology has changed our lives: Apple and the iPhone; Google and Gmail; Amazon as the Everything Store; and Facebook and its social kingdom. Over the past few years, the Silicon Valley tech giants have grown to capture an ever-greater part of our lives. As these companies take up more of …



Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » When is Grouping Donations a Smart Strategy for Donors?

March 06, 2019 | Tax Planning

We’re commonly asked: Is grouping donations a realistic strategy for small donors or is it a strategy for major donors who can afford to make a donation of several thousand dollars in one tax year? Is there a target annual income level that is likely to be able to use this strategy? The strategy …