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 for Board members, though some may not fully understand their [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.