Blog

It’s Women’s History Month and a great time to recognize the accomplishments of women today and those who have come before. Exciting changes are afoot and for the first time in history, women are increasing the size of their paychecks, securing more advanced degrees and making their mark in significant ways across almost every field. Let’s drill down to the financial gaps that still need closing.

For nonprofit leaders, managing an investment portfolio to support a charitable organization’s mission is a significant challenge. Proper investment stewardship requires the right blend of heart, dedication and expertise. Assessing whether an organization has the right elements in place for success is critical to ensuring its well-being. Here are three guideposts that are essential to building financial wherewithal within a nonprofit organization:

Congratulations! You are getting married again. There are probably other things on your mind, but let's talk finances for a moment. Building the financial cornerstone of your marriage should begin well before you walk down the aisle for the second time. After all, your life is likely more complex than it was the first time around. Here are some concepts and ideas to help you make the right money moves before repeating “I do”.

After working with nonprofits for more than two decades, we’ve experienced first-hand how challenging it can be to create a focused investment approach. Interweaving the right elements into a strategy that marries your organization’s particular financial needs with the philosophical aspects of its charitable aims is a formidable task. As a starting point, here are three questions that can help shape your thinking around this critical process.

The global capital markets delivered strong results in 2017.  Global stocks registered their second best year in the ten calendar years since 2008.  Commodities notched their fourth best year and real estate its fifth best year over the same period.  While US and world bonds have had multiple solid years over the decade, positive results in 2017 were a noteworthy triumph as interest rate headwinds continued to build.

After a lifetime of hearing grandparents and parents discuss their Social Security, baby boomers are realizing it is now their turn to collect. This 82-year-old program, originally designed to help senior citizens escape poverty in their older age, is actually available to anyone who has paid into the system and reached retirement age.