Featured Blog Post
Association Reserves: Policies, Practice and Performance
June 11, 2021
Associations today must deal with a significant set of financial challenges. Even before the COVID-19 pandemic impacted the global economy, associations were evolving by seeking new revenue streams and membership models. During this public health crisis, associations confronted a cross-current of painful realities: meeting cancellations, membership consolidation and...
The Clock Could Be Ticking for Favorable Estate Planning Provisions
May 19, 2021
Estate tax laws have been undergoing change over the last couple of decades, but in every instance of revision, they have managed to move forward, not backward, regarding exemptions, rates and flexibility. Despite this...
Four Smart Moves for Endowment Investment Committees
April 26, 2021
All of us struggled with the unexpected this past year, much of it involving strife and heartache – especially for charitable organizations and those they serve. But one thing played out better than you expected...
Next-Evolution Design for Market Rate Cash Balance Plans
April 8, 2021
For more than 10 years, investors attained double-digit gains by investing in the stock market. As a result, 401(k) balances and other investment pools achieved high material growth. This environment also drove the advent and growth of a uniquely attractive type of retirement plan...
Financial Wellness in the Age of Coronavirus
April 1, 2021
Financial wellness is an overall sense of stability and control over an individual’s personal financial situation. Financial wellness helps people feel safe and secure about their long-term financial outlook. Specifically, a state of financial wellness is characterized by...
Investment Office at Fiducient Advisors: Creative and Flexible Management Solutions for Today’s Nonprofits
March 4, 2021
These days, we are witnessing a trending increase in requests from clients and prospective clients for an outsourced consulting model or partially outsourced consulting model in which...
Focus on Diversity, Equity & Inclusion: To Be Continued…
February 23, 2021
In December 2020, Fiducient Advisors, hosted a roundtable webcast titled “Diversity, Equity & Inclusion in Investment Management.” During this informative and intriguing discussion, the panel considered the fact that the investment management industry is...
Essentials for Monitoring Your Organization’s Investment Portfolio Performance
February 16, 2021
Regular reviews of investment performance are a valuable exercise but only when done properly. In 1983, a group of elderly women met in a church basement in Beardstown, Illinois and …
Improve Endowment Investment Results With Strong Governance
December 23, 2020
One of the most important factors in ensuring the long-term success of a charitable organization is committing to a strong governance process. Particularly as it relates to investment results, all …
Each post is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. Content is privileged and confidential. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecast represents future expectations and actual returns, volatilities and correlations will differ from forecasts. Past performance does not indicate future performance. Information does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice.
