Library

Endowments & Foundations » Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Fundraising

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …

Markets & Economy » A Closer Look at Japanese Yen Depreciation and its Impact on Growth and Equities

March 11, 2014 | Market Commentary

Weakness in the Japanese economy has given investors reason for concern. Recently released data showed that GDP grew just 0.2% quarter-over-quarter (qoq) during the last three months of 2013. This worked out to be a qoq annualized rate of merely 0.7%, and marked the second consecutive quarter of …

Library » Is a Roth IRA Conversion Right for You?

March 11, 2014 | Planning for Retirement

Introduction Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. While Roth IRAs were first established in 1997, historically low tax rates during the past decade and the ability of investors of all income levels to convert Traditional IRAs to Roth IRAs (since 2010) have …

Library » Retirement Portfolio Withdrawal Requirements

February 28, 2014 | Planning for Retirement

Introduction It is well known that tax-advantaged savings vehicles can provide benefits to investors over the long-term when compared to portfolios that do not provide tax advantages. However, investors are often unsure to what magnitude their “tax-advantaged” or “tax-deferred” accounts are …

Library » Why Security and Sector Diversification Are Important

February 20, 2014 | Active Management

Security diversification refers to the allocation of a portfolio across different securities, so that no single security makes up too large a percentage of the portfolio. Sector diversification takes this idea one step further, making sure that the portfolio is distributed among multiple …


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