Not-for-Profit Investment Policy Statements: Little Changes, Big Impact

Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.

2022-08-11T08:23:41-04:00August 11, 2022|Categories: Not-for-Profit, Wealth Management|Tags: , |

Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)

There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.

2022-08-18T07:49:45-04:00August 3, 2022|Categories: Wealth Management|Tags: , |

Webinar Recording | Charitable Planning and Tax Strategies for 2022

Our Charitable Planning and Tax Strategies webinar shows insights on how smart donors can maximize their impact while minimizing their tax burden.

2022-07-15T09:18:27-04:00June 22, 2022|Categories: Tax: Individual, Wealth Management|Tags: , |

Not-for-Profit Investment Policy Statements: Benchmarking Best Practices

Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.

2022-05-02T14:57:52-04:00May 2, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: , |

How to Make Smart Investing and Tax Decisions at the Same Time

Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.

2022-08-03T09:08:17-04:00April 7, 2022|Categories: Wealth Management|Tags: |

Not-for-Profit Investment Policy Statements: Why They Need Review

Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.

2022-05-01T12:02:49-04:00March 29, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: |

3 Retirement Planning Decisions You Can Make in Your 20s

As a financial planner, people in their 20s often ask me, "what types of accounts should I be opening to save for retirement?" or, "how do I start investing?". Here are some ideas for those looking to get started.

2022-08-03T09:07:30-04:00March 3, 2022|Categories: Wealth Management|Tags: |
Go to Top

As Internet Explorer will discontinue browser security updates by August of 2021, this site is best viewed using Google Chrome, Safari or Microsoft Edge.

Click to Continue