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The Clock Could Be Ticking for Favorable Estate Planning Provisions

May 19, 2021

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Greenwashing in ESG: Don’t Judge a Book by its Cover

December 15, 2021

With rising interest in Environmental, Social, Governance (ESG) investing the asset management community has been quick to respond. New strategies have been launched, existing strategies have been updated and marketing materials …

Books with Ribbon
Wait, Is This a Gift or Homework? Five Books to Improve Financial Literacy

December 10, 2021

The holiday season is in full swing, and the countdown is on to purchase last-minute gifts. Rather than simply wrapping up gift cards or the latest tech gadget, why not consider the gift of...

10 Elements Every Investment Policy Statement Should Address

December 3, 2021

Many endowment and foundation committee members understand the importance of good governance practices; however, investment policy statements across the endowment/foundation—and broader nonprofit world...

Reading and Writing and… Finances? The Case for Children Learning About Fiscal Responsibility

November 4, 2021

Fiducient Advisors’ work with families teaches us time and time again that one of the biggest risks to the continuation of wealth is not poor investment performance but...

My Defined Benefit Funded Status Has Improved – Now What?

October 1, 2021

A combination of strong asset returns and higher liability discount rates contributed to material improvements in funded statuses for many Defined Benefit (DB) plans since early 2020. The magnitude and speed of these market impacts caused...

Am I Too Wealthy for a Mutual Fund?

August 5, 2021

Investing has changed a lot over the years. My grandparents gained exposure to the markets by doing one of two things: buying stocks or buying bonds. Throughout the 20th century, a litany of different investment vehicles were introduced...

How To Make Your Investment Committee More Effective

June 25, 2021

Would you like your investment committee to utilize best practices and produce better outcomes? This rundown from a recent...

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...

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