About Greg Patterson

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So far Greg Patterson has created 16 blog entries.

Smart spending policy for endowments: How to avoid corpus erosion and fulfill your fiduciary responsibility

By |2023-12-19T18:55:46-08:00December 17th, 2023|Blog, Fiduciary|

Endowment fiduciaries are amazing people, sharing their time, and often financial resources, for the benefit of a larger goal for their communities. Many endowment committees of funds under $100 million, and especially under $50 million, however, are not fully optimizing their outcomes.  This can be due to gaps in their fiduciary, spending policy or [Read More]

What really matters in the economy and markets from the first quarter of 2023

By |2023-04-25T10:39:19-07:00April 25th, 2023|Blog|

News vs. noise Inflation is coming down, but stubbornly. Economists see the chance of some level of recession increasing; could that be a good thing? Low unemployment and low consumer confidence don't usually happen at the same time, but inflation dynamics partly explain why. Cash and crypto showed unusual risks at different ends of [Read More]

10 Financial plan questions that could change your life and financial independence

By |2023-11-14T16:16:19-08:00January 3rd, 2023|Blog, Business Owners, Financial planning tips and perspectives, General thoughts, Lifestyle, Personal Wealth|

If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself and your financial advisors, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and [Read More]

Endowment funds 101: What is an endowment fund, UPMIFA, spending policy and more

By |2023-12-20T11:33:42-08:00June 5th, 2022|Blog, Fiduciary, Institutional|

Answers to common endowment questions Endowments are a powerful tool for non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries and fundraisers often benefit from improving their understanding about what endowments are and are not, how to guide donors around unintended consequences, and how to frame a win-win-win value proposition [Read More]

Amid market uncertainty, history helps you keep perspective

By |2022-04-24T20:22:46-07:00April 23rd, 2022|Blog|

Looking back on the first quarter, we think of the heart-wrenching situation that continues to unfold in Ukraine. The growing conflict has led to a shocking number of casualties, a profound humanitarian crisis, and historic sanctions imposed by Western powers on Russia. As the world grapples with the effects of inflation, high energy costs, [Read More]

Charitable giving: use financial planning to max your impact

By |2022-11-17T13:25:31-08:00March 11th, 2022|Blog|

Helping Ukraine is the primary focus of many right now, and you may be rushing to direct your charitable giving to the country and its people. You may also want to aid businesses, schools, and organizations trying to recover from COVID-19.  Maybe supporting weather-devastated areas razed from fires, earthquakes, and hurricanes is a top [Read More]

The periodic table of investment returns and your portfolio

By |2022-11-17T13:35:17-08:00February 27th, 2022|Blog, Business Owners, Investment Management, Investor behavior, Personal Wealth|

Whenever you hear about a winning stock or a soaring asset class, you may start to fear you are missing out on investment returns. Daily hype from the media or unsolicited advice from friends about ‘where to invest right now’ can make you question your investment choices, make bad decisions or leave you feeling [Read More]

Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals

By |2021-12-01T12:49:02-08:00November 11th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Investment Management, Personal Wealth|

Are you ahead of the game when it comes to achieving your financial independence? Has the unusually strong stock market boosted your wealth to the point where you think you could work less or stop working sooner than expected? Are you at a point where you are increasing your current or future lifestyle expectations? [Read More]

Why a market correction shouldn’t make you worry

By |2021-10-24T14:06:55-07:00October 24th, 2021|Blog, Fiduciary, Financial planning tips and perspectives, Investment Management, Investor behavior, Staying the course|

When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors.  But, should you be concerned?  After all, significant drops in the stock markets are fairly common, as are rebounds and new highs.  While market fundamentals [Read More]

Achieve your next big goal: 3 principles learned from qualifying for the Ironman World Championships at 50

By |2022-09-07T09:06:32-07:00September 9th, 2021|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

What is one of your big life goals? What’s a wild dream you’d like to achieve? When you're in the midst of peak busyness, you may feel you can't go after what you desire. Not true! As we head into the last few months of 2021, now is the perfect time to reflect on [Read More]

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