Ben Van Zoest, Consulting Analyst, provides an insightful overview into some of the key components of a severance package.
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Tips Tuesday
Kevin O’Connell, CFA, Senior Consultant, discusses the importance of having a plan in place when it comes to using or drawing from your investment resources.
Steve Spencer provides ten features every effective Investment Policy Statement should contain.
Marycarmen Nevarez, Consultant, provides best practices nonprofit institutions can implement to create a robust governance framework.
Investment Committees have a heavy fiduciary responsibility but can sometimes lack structure to maximize their effectiveness. Guadalupe Gomez discusses best practices to follow when building an effective investment committee.
Ted Dawson, Senior Consulting Analyst, provides a look at 529 savings plans and what sets them apart from other investment accounts.
