Library

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » How Investors Should Handle Market Selloffs

May 29, 2019 | Financial Planning

When times are good, investors tend to think the good times will go on forever; and when times are bad, it can feel like the pain will never end. Heading into the end of last year, investors were enjoying one of the longest bull markets on record. US stocks reached levels up over 400% from their 2 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Activating Board Members as Fundraisers

May 17, 2019 | Fundraising

One of the most common challenges non-profits face is getting board members to engage in fundraising. Many charities may not require their board members to donate or fundraise. If they do, the expectation may not be properly communicated to board members. Successful charities have active board …

Financial Planning » Prosper, Volume Two

May 15, 2019 | Financial Planning

Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …


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