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How to Update Your Endowment’s Spending Policy

October 26, 2020

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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 …

COVID-19 and Its Effects on Retirement Accounts

November 19, 2020

On January 20, 2020, the first case of COVID-19 was diagnosed in the United States. As the virus continued to spread, many states issued stay-at-home orders, employers instituted work-from-home policies and the decade-plus bull market quickly reversed course. This not only impacted personal savings but also $6.3 trillion in retirement plan assets...

How to Update Your Endowment’s Spending Policy

October 26, 2020

Protecting Endowments with Responsible Spending Practices According to a recent CAF America survey, 93 percent of charitable organizations project a decrease in funding over the next 12 months1. If inflows …

Five Tips to Help Financial Institutions Accelerate Growth Through Better Marketing

October 8, 2020

We will share five initiatives to help ensure you are communicating effectively and efficiently to your existing clients, prospective clients and centers-of-influence (COIs)...

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.