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Insights for Non-Profits » Impact - Volume Two
June 29, 2020 | Investment Management
Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing …
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Non-ProfitsInsights for Non-Profits » Five Things You Should Know About Giving Circles
June 29, 2020 | Fundraising
A giving circle is a group of philanthropic individuals that come together to pool dollars collectively and decide where to donate the funds. Most giving circles are started by a small group of interested friends, family members, coworkers, and neighbors who all have a shared interest in giving …
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Financial Planning » Update: IRS Releases Guidance on RMD Distributions
June 26, 2020 | Planning for Retirement
In response to the Coronavirus and its impact on the nation’s economy, President Trump signed into law the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) on March 27, 2020. Provisions in the Act waived required minimum distributions (RMD) from tax-deferred retirement accounts …
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Individuals
Library » A Closer Look at Inflation, Interest Rates, and Yield Curve Control
June 22, 2020 | Market Commentary
Although equity markets have aggressively bounced from their March lows, bond yields have remained stubbornly low, leaving investors wondering what to make of ultra-low interest rates and recent Fed moves. To build a bond market forecast, it’s important to have some background on what may …
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All AudiencesFinancial Planning » Understanding the SECURE Act: Managing the 10-Year Rule
June 19, 2020 | Investment Management
The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Perhaps the change causing the most planning considerations is the new 10-year rule. Starting in 2020, for IRAs passing to most non-spouse beneficiaries (not including …
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IndividualsMarkets & Economy » Telehealth is Finally on the Rise
June 17, 2020 | Market Commentary
Like so many technological advancements of the last few years, telehealth and virtual care have been on the rise. In the past, virtual medical care has struggled to take off. It has mostly been utilized by those unable to leave their homes, individuals in rural areas, or those dealing with …
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All AudiencesInsights for Non-Profits » Webinar: Impact of CARES Act and SECURE Act on Non-Profits
June 12, 2020 | Fundraising
We partnered with AFP of Western New York to give a presentation on the CARES and SECURE Acts, and the highlights, challenges, and opportunities that they present to non-profits.
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All AudiencesMarkets & Economy » Retail Dominoes Start to Fall
June 05, 2020 | Investment Themes
It may feel like we’ve been picking on retail for the past few years, but it hasn’t been without reason. The consumer retail sector has historically been a hotbed of creative destruction, and this time is no different. Even in normal times, buyer ‘wants and needs’ are ever changing. Products …
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All AudiencesLibrary » June 2020 Perspective
June 01, 2020 | Market Commentary
Is Recovery in Sight? The market rally from last month continued as stocks reacted positively to improving predictions for the Coronavirus’ future path. Hopeful news on a vaccine has driven investor sentiment upwards and reopening measures could allow certain areas to see a significant economic …
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All AudiencesLibrary » Webinar: Cash Balance Plans: Maximizing Benefits for the Business Owner
May 29, 2020 | Financial Planning
Cash balance plans are the fastest-growing segment of the ERISA-qualified plans marketplace. Employer contributions tend to double when a cash balance plan is adopted alongside an existing 401(k) plan, which allows business owners to improve both their own and their employees’ …
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Financial Advisors