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Insights for Non-Profits » How to Start an Endowment Fund
October 08, 2020 | Fundraising
The COVID – 19 pandemic has forced many organizations to consider starting an endowment. Non-profits that have had an endowment to lean on during this difficult period haven’t had to scale back as much as those without one. If you’ve determined that now is the right time for your organization …
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All AudiencesLibrary » Webinar: Market Update Q3 2020: Market Movers, the Election, Tech's Run, and More
October 07, 2020 | Market Commentary
Watch our third quarter webinar where we review several key issues investors are facing today. Key topics include a closer look at the market's rapid recovery, tech's big run, and how we are thinking about the upcoming elections.
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Financial AdvisorsLibrary » October 2020 Perspective
October 02, 2020 | Market Commentary
Summer Cooldown Coronavirus cases are on the rise again in parts of the US and Europe. The US had a promising slowdown over the summer months, but a return to school and work may be exacerbating the virus’ rise. At the same time, more states are continuing to lift restrictions on gyms, theaters, …
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All AudiencesFinancial Planning » The 2020 Elections And Your Financial Plan
October 01, 2020 | Financial Planning
The 2020 elections are a little more than a month away, and the outcomes in the ‘battleground states’ and Senate remain very much in doubt. Many polls show former Vice President Joe Biden with a narrow overall lead over President Trump, but, as we learned in 2016, election results are …
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IndividualsMarkets & Economy » Breaking Down the Run in Big Tech
September 28, 2020 | Market Commentary
The pandemic has caused pain for many businesses, but the tech industry seems to be one area that has come out on top. Not even an economic shut down, a global pandemic, nor geopolitical turmoil can put a damper on the run in tech stocks. While there are dozens if not hundreds of tech …
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Library » Tech Industry’s Long Run
September 28, 2020 | Market Commentary
The tech industry has been on an awe-inspiring run for several years now, and the sector’s dominance continues to be at the front of investors’ minds. Currently, there’s a lot of dialogue surrounding the mega-cap tech stocks, and their overwhelming market power. The top-ten contributors to the …
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All AudiencesInsights for Non-Profits » When is the Right Time to Start an Endowment Fund?
September 24, 2020 | Fundraising
Creating an endowment & foundation investment fund can be confusing. There’s a lot of decisions to make, and it can be difficult to know when the timing is best for your organization. Below, we’ve outlined our answers to some frequently asked questions about the establishment of endowment funds. …
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All AudiencesLibrary » Webinar: Understanding COVID and its Controversies
September 23, 2020 | Investment Themes
There are endless questions on COVID-19, vaccines, treatments, and more. Watch our CEO, Marc Mayer, and our Life Sciences team dissect the medical aspects of the virus, and where we believe we are likely to go.
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All AudiencesFinancial Planning » College Planning 101 Questions & Answers with Jodi Atkin
September 18, 2020 | Financial Planning
Jodi Rosenshein Atkin is an independent college admissions counselor in private practice, working with students throughout the United States. She provides personalized guidance to students and families throughout the college choice process, helping them find a "best fit" academically, …
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IndividualsMarkets & Economy » The 2020 US Elections: Sorting Through the Possibilities
September 14, 2020 | Market Commentary
With the upcoming US federal elections less than two months away, many are starting to ask about possible outcomes and how they may impact markets. The 2020 elections were always going to be a significant event, and the pandemic and subsequent events this year have surely made it even more of a …
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