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Trusted Insights

Explore our capital markets insights, macroeconomic commentaries, research papers, videos, podcasts and other educational resources to keep you informed and prepared.

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Research

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Research | Aug. 05, 2022
Target Date Funds: Evaluating and Selecting
Research | Aug. 05, 2022
July Market Review – Making Hay While the Sun Shines:…
Research | Aug. 04, 2022
July 2022 Market Recap

Blog

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Blog | Aug. 08, 2022
Creating a Legacy Free from Estate Tax
Blog | Jul. 28, 2022
Mission-Aligned Investing: Values
Blog | Jul. 14, 2022
Self-Directed Brokerage Accounts – Key Considerations for Plan Sponsors

Podcasts

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PODCAST | Episode 49 | Aug 10, 2022
Endowment Management, Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds 

When raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How has spending and investing changed in 2022? These are just some of the questions nonprofit leaders are asking today. In… Read More

PODCAST | Episode 48 | Jul 20, 2022
Fundraising Strategies to Increase Donor Engagement with Brian Gawor

Fundraising, both on a small and large scale, can be difficult when markets are down, and there is global turmoil. In this episode, Bob DiMeo and Devon Francis speak with Brian Gawor, CFRE, vice president of research at Ruffalo Noel Levitz (RNL) and host of… Read More

PODCAST | Episode 47 | Jun 29, 2022
Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

With high inflation, slowing growth, volatile capital markets, and political unrest in Eastern Europe, it’s time for our second Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient… Read More

PODCAST | Episode 46 | Jun 15, 2022
Taking on ESG Initiatives Amidst Global Turmoil with Habib Subjally

Gas prices have spiked exponentially. Inflation is at 40-year highs. World peace is disrupted due to the war in Eastern Europe. Amidst all of this global turmoil, how should investors think about ESG investing? How can organizations advance mission-aligned initiatives? Find out in this episode,… Read More

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