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Markets & Economy » Protecting You from Yourself
September 28, 2022 | Investing
In investing, there’s no limit to how high a stock can go. Worst case, a stock can go off the board (i.e., to zero), and you’ll lose what you put in. But best case, a stock can go up 2x, 5x, 10x or more, delivering massive gains to the long-term investor. This wide range of outcomes is the …
Financial Planning » Understanding Medicare and Open Enrollment
September 22, 2022 | Financial Planning
The annual Medicare Open Enrollment period starts on October 15th and runs until December 7th. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare) via original Medicare or a Medicare Advantage (Part C) plan can: …
Library » From the Desk of our Fixed Income Director
September 22, 2022 | Investing
Marc Bushallow, CFA Managing Director, Fixed Income In his capacity as Managing Director of Fixed Income, Marc and his team manage the implementation of our Fixed Income processes and frameworks for both multi-asset and fixed income specific strategies. In addition, Marc is a member of …
Library » Webinar for Non-Profits: 3 Tools to Combat Inflation
September 16, 2022 | Non-Profits
What can you do to keep your endowment growing while combating a multi-decade high inflation? Evaluate your current portfolio and make sure you are implementing the right tools to be as successful as possible in the current market environment. What are those tools? Hear the …
Markets & Economy » Cracks in the Credit Markets
September 13, 2022 | Investing
Although credits spreads have widened across bond markets in 2022, they are still relatively compressed per historical standards Swaps are a derivative tool primarily relevant to institutional investors, but they can provide useful insights for all investors Swap spreads are rapidly …
Markets & Economy » Europe’s Energy Crisis
September 13, 2022 | Investing
Russia has taken the next step, escalating its conflict with Europe by indefinitely shutting off gas supplies to Europe. Citing economic sanctions imposed by the West, Russia has closed the taps to its Nord Stream 1 pipeline, throwing Europe into its biggest energy crisis in decades. We are …
Library » Webinar for Financial Professionals: International Small Cap Investing
September 09, 2022 | Investing
Globally, the challenges facing investors and the economy are mounting – inflation, rising interest rates, the Russia/Ukraine war, supply chain issues with China, and the increasing prospects of a recession. While the first half of the year has delivered bad news and volatility, …
Financial Planning » Stress Testing Your Financial Plan
September 07, 2022 | Financial Planning
Recessions are no fun, and bear markets aren’t pleasant to go through either. The economy slows, markets go down, and even well-diversified portfolios can take a beating along the way. In the same way that rising tides lift all boats (i.e., lift up portfolios), falling tides drag them down and …
Library » September Perspective
September 01, 2022 | Investing
The Power of Powell Federal Reserve Chairman Jerome Powell and the inclinations of the central bank remained the key debate last month as they attempt to lead the economy through a year of policy tightening to combat high inflation. With the next Fed meeting now only a few weeks away, investors …
Insights for Non-Profits » Best Practices for Evaluating Your Investment Advisor
August 30, 2022 | Non-Profits
Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …