Women of Clarity – Investing

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?

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend [...]

By |2021-02-19T22:59:03+00:00February 19th, 2021|Investing, Women of Clarity, Women Of Clarity|Comments Off on Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification

Cryptocurrencies

Cryptocurrencies The news is full of stories on “cryptocurrencies” – from the well-known Bitcoin to the infamous Dogecoin. But what are cryptocurrencies? Is this the new wave of the future or the next Beanie [...]

By |2021-05-25T18:21:36+00:00June 11th, 2020|Investing, Women of Clarity|Comments Off on Cryptocurrencies
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