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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