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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…
One of my most vivid memories of the Olympics as a youngster was watching the 1992 decathlon at the Barcelona games. For those who may not remember, a brief recap: Dan O’Brien was thought to…
A common thread that tends to bind together nonprofits and those who serve them is the desire to have a positive impact on our society. Perhaps now - more than any time in the past…
Amid tightening budgets, increased costs, and reduced government support for nonprofits, the need for increased philanthropic giving reached new levels in 2013. It shows no signs of slowing. In the face of this tremendous and…
As anyone involved in managing a nonprofit institution can attest, the roles and responsibilities involved in doing so are widely varied, and can be quite complex. Establishing a proper investment strategy for your nonprofit can…
When it comes to paying taxes, most of us tend to align with the notorious spend thrift Ebenezer Scrooge: We favor giving as little of our hard-earned money to Uncle Sam as possible! So as…
As we enter our country’s fourth decade of falling interest rates, many investors who focused on yield and income from their portfolios have become increasingly frustrated. Clearly, bond yields have continued to decline. Perhaps because…
The Federal Cigarette Labeling and Advertising Act of 1965 (Public Law 89-92) was enacted to require tobacco manufacturers to place warning labels on their cigarette packages. The required warning at the time was "Caution: Cigarette…
It’s not what you make that matters, it’s what you keep and investors would be remiss to forget the old adage. The government taxes investment gains in non-qualified accounts if and when the assets are…
