Wise Investor Virtue #2: Courage

Wise Investor Virtue #2: Courage

Last month, I began a series of blogs on what I consider to be the top five virtues of a wise investor. The first characteristic I discussed was curiosity. Today I’m discussing the second virtue: Courage. First, you may wonder…

How To Make New Jersey A Business-Friendly State

How to Make New Jersey a Business-Friendly State

In early 2015, David Tepper packed his bags. The renowned owner and founder of the hedge fund Appaloosa Management left New Jersey for Florida’s warmer and more-tax-friendly climate. He took a good number of his firm’s employees with him. If…

The Five Virtues Of A Wise Investor

The Five Virtues of a Wise Investor

Five Virtues of a Wise Investor #1: Curiosity For the next few blogs, I’ll be writing about a topic I think about a lot: The virtues that can make someone a great investor. I’ll share my list of five important…

Health Savings Accounts – Have Your Cake And Eat It Too!

Health Savings Accounts – Have your cake and eat it too!

We believe that Health Savings Accounts (HSA) are one of the best retirement accounts available and may be one of the first accounts you consider saving into for retirement. For many of us, Flexible Spending Accounts (FSAs) taught us to…

Your Nonprofit Endowment Is Your Nonprofit’s Nest Egg

Your Nonprofit Endowment is Your Nonprofit’s Nest Egg

Investing during modern times can be a challenging endeavor. Whether you are the CEO or CFO of your organization, or a volunteer serving on the investment committee, the responsibility of managing the investment endowment and finances of your favorite nonprofit…

Deciding Between A Donor Advised Fund (DAF) And A Private Foundation

Deciding Between a Donor Advised Fund (DAF) and a Private Foundation

When establishing a significant charitable account, our clients will often weigh the advantages and disadvantages of opening a Donor Advised Fund (DAF) versus establishing a Private Foundation.  While both vehicles provide a way for individuals to fulfill their charitable desires,…

Why Avoiding Overconfidence Is Critical To Investing

Why Avoiding Overconfidence is Critical to Investing

If you’ve ever played poker, you may have heard this: The worst mistake you can make when playing poker is to assume you are the smartest person in the room. Pokers experts say that overconfident players often predict they have…