Featured Blog Post
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...
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...
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.
