foundation basics

Foundation Basics

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

Read More


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…

Read More
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…

Read More
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.…

Read More
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…

Read More
socially responsible investment

What Is a Socially Responsible Investment?

What Is a Socially Responsible Investment (SRI)? According to Investopedia, socially responsible investing (SRI), also known as social investment, is an investment that is considered socially responsible due to the…

Read More

Keep Calm and Carry On

Keep Calm and Carry On   “Keep calm and carry on.” This often-used saying was originally coined on a British poster developed in 1939 to prepare the British people for…

Read More
Q1 2021

Q1 2021 Insights

The continued recovery from the Covid recession translated into strong returns for global equity markets and negative returns for bonds in the first quarter.  The “risk-on” reflation trade is under…

Read More

Q4 2020 Insights

To say 2020 was a challenging year would be a major understatement, and to say it was unprecedented has become cliché.  We were all tested last year.  Some of us…

Read More