Chart of the Month – April
Category: Investing » Asset Allocation
Chart of the Month – June 2025
Category: Investing » Asset Allocation
Asset Class Returns – Can We Just Pick the Winners?
Women Live Longer- What That Means for Income Planning
Category: Investing » Asset Allocation
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Am I OK? Building Income Safety Into Your Portfolio
Category: Investing » Asset Allocation
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Investing Wisely for the Marathon
Category: Investing » Asset Allocation
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
Inflation? We’ve planned for this.
Category: Investing » Asset Allocation
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Asset Allocation
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
How Should a Nonprofit Allocate its Investment Portfolio?
Category: Investing » Asset Allocation
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
Chart of the Month – July 2024
Category: Investing » Asset Allocation
International Stocks – Are they necessary?
Chart of the Month – April
Category: Investing » Asset Allocation
Chart of the Month – June 2025
Category: Investing » Asset Allocation
Asset Class Returns – Can We Just Pick the Winners?
Women Live Longer- What That Means for Income Planning
Category: Investing » Asset Allocation
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Am I OK? Building Income Safety Into Your Portfolio
Category: Investing » Asset Allocation
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Investing Wisely for the Marathon
Category: Investing » Asset Allocation
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
Inflation? We’ve planned for this.
Category: Investing » Asset Allocation
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Asset Allocation
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
How Should a Nonprofit Allocate its Investment Portfolio?
Category: Investing » Asset Allocation
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
Chart of the Month – July 2024
Category: Investing » Asset Allocation
International Stocks – Are they necessary?
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Category: Investing » Asset Allocation
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
Making the Most of a Bear Market
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
Bear Markets and Life Jackets
Category: Investing » Asset Allocation
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.