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.
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.
Investment Policy Statements dictate how a nonprofit’s investment program operates. Learning how to benchmark and measure success, and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
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.
Serving on a nonprofit Board of Directors is a rewarding and meaningful way to give back to the community. It’s a labor of love [Read More]
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.
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.
Investors should take comfort knowing stock prices are not fighting the forces of gravity when they rise; record highs tell us the system is working as we would expect.
With the Consumer Price Index climbing to a 13-year high in June, inflation is on a lot of investors’ minds. DFA takes a look at whether or not these concerns are overheated.
Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?