What to Do in Times of Market Volatility
On Friday, February 2nd The Dow closed down 666 points, or 2.5%. The sudden move came unexpectedly as inflation data came in slightly higher than expected. The following week the Dow continued its decline, at one point down 10% from the highs.
5 Foundations and Endowments Questions, Answered
Finding the right answers begins with asking the right questions, and that’s how many of our relationships with clients begin. We’ve consolidated our most frequently asked questions to introduce you to our services, explain what those services can do for your nonprofit
Every Nonprofit Should Be Able to Answer These 12 Questions
Do you know where your foundation’s current Investment Policy Statement is?
Hopefully your answer is, “Yes, it’s with my other fiduciary responsibility documents. Where else would it be?”
3 Tax Tips to Save Your Spring
Filing taxes can be an intimidating process and in the stress of it all, sometimes we can forget to do the obvious or skip over the basics, making it even harder on ourselves. If you file your own taxes the following three simple tips can save you time, headaches and even money in the long run.
Harness The Power Of Contribution Compounding
Over a long time horizon it is possible to triple or even quadruple the principal that you put into an investment account. By utilizing compound interest along with monthly deposits, investment value can grow significantly over time. Understanding and harnessing the power of compounding is essential to saving enough for important events like your child’s […]
Is Your Advisor Talking with You…Or Avoiding You?
Good relationships are built on trust and communication. While this rings true for how you interact with your significant other, it also applies to your relationship with your financial advisor. The recent volatility in the market put relationships between advisors and their clients to the test