Articles

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.

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

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

Return comes with an element of risk. There is no safe investment which also pays a good rate of return.

When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.

Two rules of endowment investing: 1) Keep an equity bias and 2) diversify.

This Bear market is considered one of the greatest challenges to retirement planning.

Endowment spending rates can prove a catalyst for fulfilling or killing the life of the organization itself.

Many feel helpless to direct their own success, but nothing could be further from the truth.

Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.

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

Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.

Which company should you choose when you’re opening a donor-advised fund?

The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.

Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.