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March 17, 2014 | Investment Themes
Over the long-run, investors must successfully manage three key risks: capital risk, reinvestment risk and inflation risk. Capital risk – the risk of sustained loss– is perhaps the most understood of these three risks. However, reinvestment risk (the inability to redeploy investment cash …
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, …
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Endowments & FoundationsMarch 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 …
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All AudiencesMarch 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 …
March 05, 2014 | Retirement Plans
If asked to choose between plan success or failure, most plan sponsors would undoubtedly respond that they want their benefit plans to be successful. But how do you determine whether your plans are succeeding or failing? Most industry experts agree that plan failure means a poor return on your …
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Financial AdvisorsMarch 05, 2014 | Retirement Plans
In late November, 2013, the IRS issued final regulations for two new Medicare taxes that were included in the Affordable Care Act: a payroll tax (called the Additional Medicare Tax) and a tax on net investment income, or Net Investment Income Tax. Both taxes were effective for taxable years …
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Financial AdvisorsFebruary 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 …
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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All AudiencesFebruary 19, 2014 | Investment Themes
The subject of what’s holding back private sector capex spending has been broadly discussed in the media and in the financial community, especially as U.S. consumption indicators and broad GDP numbers have posted strong year-end gains in 2013. Yet, with the most recent earnings season showing …
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All AudiencesFebruary 18, 2014 | Active Management
A critical step in developing any investment program is the evaluation and selection of the managers which will serve various roles within a total portfolio. Most importantly, the manager selection process should focus on the manager’s ability to meet client objectives going forward. While asset …
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