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Financial Planning » Today’s Household CFO
April 22, 2019 | Financial Planning
When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …
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IndividualsEndowments & Foundations » 3 Tips to Help Non-Profits Secure Partnerships
April 15, 2019 | Fundraising
True partnerships between corporations and non-profit organizations are mutually beneficial. The corporation will benefit by bringing the mission of the organization to its employees through education, volunteer opportunities and the chance to make a difference, at the same time it is increasing …
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Endowments & FoundationsLibrary » Foundations, Volume Three
April 10, 2019 | Investment Themes
In our third edition of Foundations we take a closer look at a variety of topics impacting union members.
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Taft-HartleyMarkets & Economy » Waiting on Housing’s Generational Shift
April 10, 2019 | Investment Themes
Just like sunshine and chirping birds, ubiquitous For Sale signs are a sure sign of spring. More than ten years after the Great Recession, which saw home prices plummet, the housing market has certainly come a long way from the bottom. Despite significant improvement, however, home ownership …
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All AudiencesLibrary » Strategy in Focus: Disciplined Value
April 03, 2019 | Market Commentary
There are many different ways investors can define “value”, but is the strategy you’re using today really adding value to the portfolio? In this webinar, our experts share key considerations when evaluating popular value investing strategies and discuss the benefits of taking an active, systematic …
Library » April 2019 Perspective
April 02, 2019 | Market Commentary
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.
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Library » Big Changes Coming At the Federal Reserve
April 01, 2019 | Market Commentary
Heading into the fourth quarter of 2018, the Federal Reserve (Fed) had just finished raising rates for the eighth time since 2016 and signaled a willingness to raise rates three more times in 2019.
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Spotlights » Getting Started With Estate Planning
March 26, 2019 | Estate Planning
Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.
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Individuals
Library » Special Report: Brexit
March 25, 2019 | Market Commentary
Since the United Kingdom voted to leave the European Union in the summer of 2016, Brexit has been anything but smooth. After an eventful couple of weeks in the Parliament, a more benign Brexit seemed to be the most likely outcome. Yet on Thursday, another twist emerged in the saga.
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All AudiencesMarkets & Economy » 5 Truths About Female Investors
March 25, 2019 | Investment Themes
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 …
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