Q4 2021 Insights

Global financial markets delivered mixed performance in the fourth quarter, finishing off a year that saw strong gains for U.S. equities, respectable returns for developed markets, and small declines for…

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Q3 2021 Insights

After a strong start to the year, global equity indices took a small step back in the third quarter as a variety of risks (some existing, some new) converged (see…

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Q2 2021 Insights

The continued economic re-opening and successful vaccine distribution in many regions (especially in the U.S.) allowed for a release of pent-up consumer demand.  However, global supply lines remain somewhat dislocated…

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foundation basics

Foundation Basics

What is a charitable organization? According to cof.org, charities are a large and diverse group of nonprofit institutions that play a key role in American society and help to form…

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What Is an Endowment?   According to Investopedia, an endowment is a donation of money or property to a nonprofit organization, which uses the resulting investment income for a specific…

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diversity - SOL

Diversity, Equity, and Inclusion 101

Diversity, Equity, and Inclusion 101 As seen in Harvard Business Review:  DOUG MELVILLE: Diversity and inclusion is like an operating system. Everyone’s brain is their hard drive, but we have…

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simplified employee pension

Simplified Employee Pension (SEP)

What Is a Simplified Employee Pension (SEP)?   According to Investopedia, a simplified employee pension (SEP) is an individual retirement account (IRA) that an employer or a self-employed person can establish.…

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sri vs. esg

Differences Between SRIs and ESGs

According to Yahoo Finance, Socially Responsible Investing and Environmental, Social and Governance Investing have both risen in popularity among socially conscious investors. Learn the basics of each, how they differ…

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