Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
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.
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
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.
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.
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
