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Insights for Non-Profits » Virtual Event: Associate Board Roundtable
November 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 …
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Non-ProfitsMarkets & Economy » Looking Beyond the Hype in 5G
November 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 …
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All AudiencesLibrary » Webinar: The State of Today's Mergers and Acquisitions Market and Preparing your Business for Sale
November 20, 2020 | Investment Management
Watch Russell D’Alba and John Hawkins from Paramax Corporation, and Dana Vosburgh from Manning & Napier, discuss how COVID-19 has impacted the overall landscape of today’s mergers and acquisitions market, items to consider when preparing your business for sale, how to know …
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IndividualsInsights for Non-Profits » The Trend to Associate Boards
November 19, 2020 | Fundraising
Non-profits are under constant pressure to secure funds that help fulfill organizational goals. It is important to adapt giving strategies and traditional governance structures to stay on track, not only now, but also in the future.
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Non-ProfitsMarkets & Economy » Four Things We’re Thinking About Post-Election
November 10, 2020 | Market Commentary
Markets hate uncertainty, and there have been few years with more uncertainty than 2020. As soon as we thought we had our arms around the pandemic or the election, this year surprised us again. The pandemic will not end because we have good preliminary vaccine results, but it does give …
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All AudiencesLibrary » November 2020 Perspective
November 02, 2020 | Market Commentary
Frozen by Uncertainties October was a whirlwind month with markets rising back to all-time highs during the first few weeks, only to then back track, giving up their early month gains and more. Driving the selling pressure were a growing number of uncertainties, including the potential results …
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All AudiencesInsights for Non-Profits » Webinar: Creating an Endowment: Learning from Real World Experience
October 30, 2020 | Fundraising
The COVID-19 pandemic has proven to be a major obstacle for the fundraising efforts of non-profits. Many have been forced to scale back on staffing and support programs, and some even had to close their doors. Organizations with an endowment have been fortunate to be able to …
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Non-ProfitsMarkets & Economy » The Economic Bounce: Where Are We Now?
October 23, 2020 | Market Commentary
As we move further into Fall, it’s becoming clear that the pandemic is having a lasting effect on the economy. A massive number of Americans were furloughed or laid off earlier this Spring, and more than six months later, many former employees are still looking for work. We believe the worst …
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All AudiencesLibrary » Webinar: One Step Ahead: Anticipating Election Outcomes, Pandemic Recovery, and More
October 21, 2020 | Market Commentary
Six months into a global pandemic, and less than one month in front of one of the most contentious elections ever, you might be wondering what's coming next for you and your finances. We discuss some of the biggest topics that may be on your mind. We lay out our thinking on …
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Financial Planning » Medicare Open Enrollment
October 15, 2020 | Financial Planning
The annual Medicare Open Enrollment period starts this week on October 15th, 2020 and runs until December 7th, 2020. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare), either via original Medicare or a Medicare …
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Individuals