Your Nonprofit Endowment In Your Nonprofit’s Nest Egg

Your Nonprofit Endowment in 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…