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fiduciary responsibility nonprofit organization

Fiduciary Responsibility 101 for Nonprofit Organizations

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations …

Capital Market Assumptions 2024

Resetting Expectations: 2024 Capital Market Assumptions

Each year, our Investment Team undertakes a comprehensive review of our capital market assumptions (CMAs) across asset classes. CMAs serve …

sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations

When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including …

PODCASTS

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Health and Wealth: How Two Sisters Combined Forces to Help Women Take Charge of Their Lives

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …

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Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …

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Value Beyond Investing: How Bento Engine Helps Client-Centric Advisors Deepen Existing Relationships

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our …

GUIDES & WHITEPAPERS

mid-career

The Mid-Career Financial Preparedness Checklist

For many, turning 50 represents a significant moment of self-awareness. It’s also a time when uniquely successful individuals become aware that …

retirement

The Pre-Retirement Preparedness Checklist

Approaching retirement represents a significant milestone in life’s journey Our Checklist helps you answer a host of questions regarding retirement: …

tax savings qsbs

Tax Planning Opportunities with QSBS – “Packing” & “Stacking”

Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by …

MARKET COMMENTARY

Q1 2024 commentary

2024 1st Quarter Commentary: “In a world drenched in pessimism, it pays to be optimistic.”

With so much emphasis placed on negative headlines, negative developments globally, and the ability to embrace one’s inner negativity, it …

Q4 2023 market commentary

2023 4th Quarter Commentary: “A Welcome Return to Positive Performance”

Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices …

Q3 2023 commentary

2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”

Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, …

VIDEOS

Markets in 2 Minutes – May 2024

In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team provides a recap of the …

Markets in 2 Minutes – April 2024

In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses the relative attractiveness of …

Markets in 2 Minutes – March 2024

In the newest edition of Markets in 2 Minutes, Emily Platt of the Investment Team examines the surge in credit …

FINANCIAL DICTIONARY

cash balance pension plan

Cash Balance Pension Plan

What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that …

Equity Partner

What is An Equity Partner An equity partner is an individual who holds an ownership stake in a business, with …

Growth Fund

Growth Fund Definition A growth fund is an investment vehicle, typically offered by mutual fund corporations or Exchange-Traded Fund (ETF) …