Category: Blog

Non-Profit Investing Essentials: Best Practices for Governance & Creating a Fiduciary Process

The job of a non-profit board can be demanding as board members are tasked with numerous responsibilities. They include, but are not limited, to the oversight of the organization’s financial sustainability, legal obligations, strategic initiatives, and fundraising, all in efforts to ultimately improve upon the organization’s mission and public standing. Therefore, for nonprofits with investible assets, the ongoing management and oversight of these assets is just one piece of a much larger puzzle. However, investing as a nonprofit comes with considerable fiduciary duties that must be adhered to.

By |2022-10-11T19:33:25+00:00October 11th, 2022|Blog, Investing, Non-Profit Organizations|Comments Off on Non-Profit Investing Essentials: Best Practices for Governance & Creating a Fiduciary Process

The Risk of Concentrated Stock vs. The Power of Diversification

"To the moon!” This has been the battle cry for speculative investors in recent years as they watched the vast array of cryptocurrency, meme stocks, and shares of fortune 500 companies continually push higher. However, in the frenzy to capitalize on the overly enthusiast market environment, many investors found themselves taking on increasing risk in one (or a handful) of individual stocks, coins, etc.

By |2022-08-10T15:16:16+00:00August 2nd, 2022|Blog, Investing|Comments Off on The Risk of Concentrated Stock vs. The Power of Diversification

Time for the Contrarian?

Robert Davis discusses the negative sentiment engulfing the equity markets today. Taking a contrarian view to the consensus has in the past provided opportunities for outsized returns.

By |2022-08-10T15:15:00+00:00June 27th, 2022|Blog, Investing|Comments Off on Time for the Contrarian?

Cash Balance Plans

A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.

By |2022-05-03T18:31:13+00:00May 3rd, 2022|Blog, Retirement Planning|Comments Off on Cash Balance Plans

“Capital Gains Rate: 20%, 25%, or 40%, should we care?”

House Democrats recently presented a preliminary tax proposal that is intended to help fund President Biden’s proposed $3.5 trillion dollar infrastructure package.  The current proposal targets high earners and corporations through increases in income taxes, corporate [...]

By |2021-11-02T20:17:16+00:00November 2nd, 2021|Blog|Comments Off on “Capital Gains Rate: 20%, 25%, or 40%, should we care?”

2021 Reconciliation Bill: Potential Tax Changes

With the 2022 Fiscal Year Federal Budget deadline of October 1st rapidly approaching, House Democrats presented a preliminary tax proposal targeting high earners, wealthy estates, and corporations to fund Biden’s proposed $3.5 trillion infrastructure spending package. While [...]

By |2021-09-16T21:47:15+00:00September 16th, 2021|Blog|Comments Off on 2021 Reconciliation Bill: Potential Tax Changes
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