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.
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Tips Tuesday
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.
Nick Breit, CFA, CFP®, Partner, Director of Financial Planning, reviews leveraging your investment assets to finance a home purchase. Learn about the pros and cons of borrowing on margin and why it might be the right choice for you.
