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Insights for Non-Profits » The Big Takeaways from the Big Give
August 19, 2020 | Fundraising
We had the opportunity to chat with Natalie Parscher, Vice President for Communications and Marketing at the Columbus Foundation, about the success of their most recent fundraising campaign, The Big Give. The Columbus Foundation launched the fundraiser in 2011 and holds it every 2-3 years. The …
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All Audiences
Financial Planning » Rollover Reminder: Deadline Approaching
August 17, 2020 | Financial Planning
As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve …
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IndividualsMarkets & Economy » Checking In on the Hotel Industry
August 12, 2020 | Investment Themes
Summer is synonymous with travel and vacation for so many families and individuals. But the bounty of sectors involved in the travel industry have, like so many others, been slashed by the pandemic’s continued takeover, and the hotel industry is no different. Today we’re taking an in-depth …
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Financial Planning » 3 Important Considerations When Drafting Your Will
August 11, 2020 | Financial Planning
We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …
Audience
Individuals
Library » Qualified Plans for Owner-Only S-Corporations
August 06, 2020 | Retirement Plans
Leverage a $50,000 W2 into a $179,000 retirement allocation S-Corporations (S-Corps) that are consistently and highly profitable (e.g. $350,000+/year in earnings) can leverage a relatively small annual W2 salary to minimize self-employment taxes and maximize qualified plan contributions by …
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Financial AdvisorsLibrary » August 2020 Perspective
August 03, 2020 | Market Commentary
Back in Black US equities continued rallying in July as investors shrugged off weak economic data, political gridlock, and worsening COVID-19 virus trends. The move higher extends what has already been a historic rebound. As of the end of the month, the S&P 500 is now positive year-to-date and …
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All AudiencesMarkets & Economy » Aggregates: Beating the Construction Cycle
July 31, 2020 | Investment Themes
The construction industry hasn’t been immune to the widespread damage caused by the Coronavirus pandemic. Projects have been on hold for months, planned jobs cancelled, and a lot of uncertainty remains when it comes to the future. Fewer projects mean less need for the raw materials involved in …
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All AudiencesInsights for Non-Profits » Webinar: Women in Philanthropy
July 30, 2020 | Fundraising
Women have been known champions of philanthropy for decades. They have a long history of working in the non-profit space, as well as volunteering for causes that align with their personal mission. Now that women’s wealth is on the rise, we are seeing increased monetary giving …
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Non-Profits
Financial Planning » Regulation Best Interest and Form CRS
July 27, 2020 | Fiduciary
Form CRS (Client Relationship Summary) and Regulation Best Interest (Reg BI), new regulations adopted by the Securities and Exchange Commission (SEC) a little over a year ago, became effective June 30, 2020. SEC-registered Broker dealers and investment advisors must deliver Form CRS to retail …
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IndividualsInsights for Non-Profits » A Mid-Year Recap and Outlook for Endowments and Foundations
July 22, 2020 | Fundraising
Change happened rapidly over the first six months of 2020. Many non-profit leaders are wondering how they can possibly prepare for what might come next. We believe the first step is to review what has happened, think strategically about the best way forward, and write it down in an actionable …
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Non-Profits