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March 11, 2021 | Market Commentary
Watch our Growing Your Practice Through Opportunities with Charitable Organizations webinar where our experts discussed the significant and attractive opportunities of working with non-profits. For your convenience, we wanted to share a recording of the live event. As …
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Financial AdvisorsFebruary 18, 2021 | Financial Planning
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. A newly elected President and proposed tax law changes coupled with the ongoing impact of Covid-19 have left many with questions. Please join us for our upcoming webinar where our …
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All AudiencesJanuary 28, 2021 | Fundraising
We are coming off of one of the most tumultuous years in our lifetime. While non-profits faced unprecedented challenges this past year, 2021 could prove to be even more difficult. In this webinar we discuss what we’ve seen over the last year, what we expect from the year to …
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Non-ProfitsJanuary 22, 2021 | Financial Planning
Few would have thought that in the middle of the worst global pandemic in a century, the stock market would not just be doing okay, but would even be at all-time highs! The power of good investment advice is as important as ever. In this webinar, our Director of Investments, …
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IndividualsJanuary 08, 2021 | Market Commentary
Watch our Market Update Webinar where Ebrahim Busheri, our Director of Investments, puts a bow on a wild 2020, takes the temperature of where we stand today, and provides his perspective on where we think we are going to go from here.
Audience
Financial AdvisorsNovember 24, 2020 | Fundraising
Does your organization have an Associate Board or Young Professionals Group? If not, are you interested in starting one? Join us on Friday, November 20th at 12pm for a panel discussion where members of our non-profit community will share their experiences in implementing these …
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Non-ProfitsNovember 20, 2020 | Investment Management
Watch Russell D’Alba and John Hawkins from Paramax Corporation, and Dana Vosburgh from Manning & Napier, discuss how COVID-19 has impacted the overall landscape of today’s mergers and acquisitions market, items to consider when preparing your business for sale, how to know …
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IndividualsOctober 30, 2020 | Fundraising
The COVID-19 pandemic has proven to be a major obstacle for the fundraising efforts of non-profits. Many have been forced to scale back on staffing and support programs, and some even had to close their doors. Organizations with an endowment have been fortunate to be able to …
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Non-ProfitsOctober 21, 2020 | Market Commentary
Six months into a global pandemic, and less than one month in front of one of the most contentious elections ever, you might be wondering what's coming next for you and your finances. We discuss some of the biggest topics that may be on your mind. We lay out our thinking on …
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All AudiencesOctober 07, 2020 | Market Commentary
Watch our third quarter webinar where we review several key issues investors are facing today. Key topics include a closer look at the market's rapid recovery, tech's big run, and how we are thinking about the upcoming elections.
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