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October 26, 2021 | Retirement
In the midst of a gloomy 2020, there were a few bright spots. One of those being the opportunity to forego your required minimum distribution (RMDs) for the year. The CARES Act enacted in March 2020 waived RMDs for most retirement accounts, including inherited IRAs, but they are back in play …
October 25, 2021 | Non-Profits
When the COVID-19 pandemic struck last March, it laid bare the chronic issue of food insecurity. The immediate closure of schools showed us how many children relied on the healthy meals that were provided to them each day, and as unemployment levels soared, we saw the basic need for food become …
October 22, 2021 | Investing
> In this webinar, we go over the current market and economic conditions, disect how the prior quarter unfolded, and look at whats ahead for investers in the coming months.
October 18, 2021 | Investing
September has historically been the worst month for equities, and this year has proved no different. What was a calm start to the year has turned a bit choppy of late, with a whole host of risks now weighing on financial markets. While some issues such as the debt ceiling seem to be resolving …
October 11, 2021 | Practice Management
In this webinar, we talk with Jay Welles and Jake Boak of the Research team discussing the Tech sector, the turbulent end of the quarter, and what it all means for the quarter ahead.
October 01, 2021 | Investing
Volatility Strikes Back US equities experienced the return of volatility toward the end of September as economic growth concerns, legislative turmoil, and rising interest rates sparked a stretch of choppy trading. The S&P 500 Index fell 4.8% over the month, snapping a lengthy streak of …
September 30, 2021 | Non-Profits
Non-profit fiduciaries have a duty of care to their organizations. Everyone knows they should be acting in the best interest of the organizations they serve. It’s the right thing to do. But do you and your board members realize that when it comes to financial matters, not only is ‘best interest’ …
September 29, 2021 | Investing
The days of downloading software to your desktop or a local server now seem like a distant memory. Today, software is increasingly hosted in a remote datacenter (aka the “cloud”) and accessed on the Internet via a web browser or mobile app. The implications are far reaching. The shift has not …
September 24, 2021 | Financial Planning
Talking to your kids about money and aging is sensitive, important, and can be difficult. These are hard conversations that also need to happen regularly, especially for parents of the ‘sandwich generation’. For this generation, many are now providing support on two sides. Nearly half of …
September 14, 2021 | Investing
It isn’t the flashiest of businesses, but the steady railroad industry keeps on chugging along. We see opportunity in a few of the North American rail operators and lay out our view for how we are thinking about the space.
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