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

By |2022-06-18T17:27:59-07:00June 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]

The Gen X Dilemma (Part 2): How Do You Talk Finances With Aging Parents?

By |2022-06-01T09:51:25-07:00May 16th, 2022|Blog|

Conversing with aging parents In Part 1 of this series we reviewed the pressures you experience as parents. Now in Part 2, we’ll touch on the ones you experience from parents. That is, the financial and emotional stress that comes along with your ever-aging mom and dad.  If the pandemic reminded us of anything, [Read More]

Why a midlife gap year may be the career break Gen Xers need

By |2022-05-18T14:33:30-07:00May 4th, 2022|Blog|

A career break to gain new perspective for what's next Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners and leaders in the middle stages of their lives. The unrelenting time demands of work, raising a family, and nearing closer to your retirement horizon can easily lead [Read More]

The Gen X dilemma (part 1): how do you financially prepare and launch your children?

By |2022-06-01T09:49:41-07:00April 30th, 2022|Blog, Financial planning tips and perspectives, General thoughts, Personal Wealth|

Gen Xers are caught in quite the pickle. You’re sandwiched between your aging parents and restless teenagers, and feel the financial pressure from both sides. You want to help, but feel uncertain of where to start. So what do you do? In this article, we’re going to focus on how to prepare and [Read More]

Q122 Quarterly Context Video

By |2022-04-25T10:00:32-07:00April 25th, 2022|Blog, Financial planning tips and perspectives, In the news, Investment Management, Investor behavior, Lifestyle, Quarterly thoughts|

The Ukraine/Russia conflict and the world’s response is affecting markets, inflation remains higher and rising, the Fed raised and plans to raise rates further, the yield curve is trying to tell us something about the economy, gambling risks are far higher than investing, what the stink-eye effect on your portfolio might be… Watch to [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]

Is self-reliance standing in your wealth’s way? Learn to trust a fiduciary advisor

By |2022-03-23T11:41:49-07:00March 23rd, 2022|Blog, Business Owners, Fiduciary, Investment Management, Investor behavior, Personal Wealth|

You’ve worked hard to get to where you are, and self-reliance has allowed you to forge your own path. The long hours, perseverance, and independent-thinking paid off, which makes it easier to look in a mirror with some pride. But we have to give credit where it’s due, or our sense of self-reliance can [Read More]

Second homes: what to consider before you buy

By |2022-03-23T14:21:19-07:00March 19th, 2022|Blog|

Did the pandemic cause a bit of cabin fever?  If so, you’re not alone. Ideas of buying a second home grew in popularity alongside desires for changes in scenery and new work-from-home norms. But like your first home, the purchase of a second deserves its due diligence. That’s because it’s not always a fiscally [Read More]

Charitable giving: use financial planning to max your impact

By |2022-03-19T17:58:45-07:00March 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 |2022-03-07T09:37:25-08:00February 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]

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