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Financial Planning » Making the Most of Financial Literacy Month During a Difficult Time

April 13, 2020 | Financial Planning

Since 2004, April has been officially recognized as Financial Literacy Month in the US. This is a great time to expand your financial knowledge and effectively apply it to your own financial well-being. During this difficult time, our greatest concern is the health of our clients, employees, …

Markets & Economy » An Update on the Coronavirus and Markets

February 24, 2020 | Market Commentary

The Coronavirus outbreak spread beyond the Middle East and Asia this weekend, rekindling fears of a global pandemic and roiling international financial markets. Reports of new cases surged in South Korea, Iran, and northern Italy as the global total of reported cases approaches 100,000. …

Markets & Economy » 3 Health Care Controversies and a Word on the Coronavirus

January 30, 2020 | Investment Themes

Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …

Markets & Economy » Exponential Growth, Exponential Opportunity

October 30, 2019 | Investment Themes

The information age is upon us. Rapid advances in cloud computing, artificial intelligence, and more are just beginning to transform our lives and our economies. Supporting all these technologies is an ever-increasing demand on our hardware and capabilities. Every iPhone upgrade, wireless tower, …

Markets & Economy » 3 Health Care Stocks We Like Today

October 18, 2019 | Investment Themes

It’s no secret that health care is pricier than ever. If you haven’t seen the headlines, you’ve likely felt the impact on your own wallet.  With an aging population and the rising prevalence of chronic disease, this upward trajectory is expected to continue. According to Deloitte, the growth …

Library » Foundations, Volume Two

October 03, 2018 | Investment Themes

In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission

July 06, 2018 | Investment Management

Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Making Socially Responsible Investing Work for Endowments and Foundations

May 21, 2018 | Investment Management

Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …


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