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Our Articles

Economic Indicators: Gross Domestic Product (GDP)
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Under one theory, changes in GDP or the rate of GDP growth precede and could cause stock markets to react and move in response. This is usually not the case.

How Much Can I Contribute to My Retirement Accounts?
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With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.

What NOT to Compare on Performance Reports
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By definition and design, different types of reports produce different numbers.

Beware of Dire Market Crash Predictions
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I receive dire predictions with such frequency that were I to act on even a fraction of them I would never be invested in the markets.

Common Endowment Mistakes
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Prudent investment practice is as much about knowing what not to do as it is about knowing what to do.

Explain my Performance Report
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Here’s a brief explanation of the basic terms you might find on your performance report.

Where Should I Invest Money Which I Will Need in a Year or Two?
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Return comes with an element of risk. There is no safe investment which also pays a good rate of return.

Why Would You Intentionally Realize Capital Gains?
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When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.

Selecting an Endowment’s Asset Allocation
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Two rules of endowment investing: 1) Keep an equity bias and 2) diversify.

The Golden Bear: The Bear Market of 1973
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This Bear market is considered one of the greatest challenges to retirement planning.

How to Set Endowment Spending Rates
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Endowment spending rates can prove a catalyst for fulfilling or killing the life of the organization itself.

Wealth Management Is In Your Control
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Many feel helpless to direct their own success, but nothing could be further from the truth.

Billing Client Accounts to the Client’s Greatest Benefit
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Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.

Planning for a Funeral
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Funeral expenses are often a family’s fourth largest expense.

Best Practices for Trusts, Foundations, and Endowments
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Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.

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