Wealth Management

Investors Haven’t Missed the Boat on International Stocks
Is Your Wealth Tied to Your Company’s Share Price?
Look Before You Leap onto a Non-Profit Board

Look Before You Leap onto a Non-Profit Board

by Andrea Ross, Anne Bucciarelli

If you’re wealthy and charitably inclined, you’re likely to be asked to join a nonprofit organization’s board at some point. Serving on a board may be a wonderful experience and give you an opportunity to do much good, but it’s a big commitment—and it may pose legal and ethical issues. We suggest you ask yourself and the organization several key questions.

Philanthropy, Wealth Management


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Crafting Your IPS

Crafting Your IPS

An effective Investment Policy Statement (IPS) is a key step toward good governance that, with proper attention, can boost an organization’s chances of success. Our video covers best practices to emulate and mistakes to avoid.

Philanthropy, Wealth Management


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Positive Developments for Hedge Funds
Is It Time to Take Less Risk?
A Triple Reversal Strengthens Earnings
A Financial Game Plan for Athletes, in Three Phases
The First 100 (Trading) Days

The First 100 (Trading) Days

by Joseph G. Paul, Matthew D. Palazzolo

Tomorrow, April 4, will be the 100th trading day for US stocks since Donald Trump was elected president of the US. The S&P 500 has returned 11.3% since the election, leading many to call the rally the “Trump Bump.” We think that improving economic growth and optimism about corporate profitability (not administration influence) are the main reasons for the rally. Read on, or listen to the podcast.

Wealth Management


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Spend-Down Policies Offer Flexibility

Spend-Down Policies Offer Flexibility

by Anne Bucciarelli, Jennifer Couturier

Perpetuity is no longer the default position for philanthropists establishing a private nonoperating foundation or donor-advised fund (DAF) in the US. But not all philanthropists understand the profound implications for asset allocation that come from choosing to spend down their assets rather than aim for perpetuity: Spend-down policies generally offer much greater flexibility.

Philanthropy, Wealth Management


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Private Foundations Face Hard Choices
Benchmarking Most Assets to the S&P 500 Is a Mistake
Bank Rally Likely to Shift to Micro-Caps
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