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

5 Financial Issues Only Women Face

Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read [...]

By |2022-04-22T22:11:38+00:00March 16th, 2022|Divorce, Women of Clarity|Comments Off on 5 Financial Issues Only Women Face
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