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How Should a Nonprofit Allocate its Investment Portfolio?
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.
Retiree Health Insurance Options Prior to Medicare Eligibility
Key health insurance options and considerations for retirees prior to Medicare eligibility.
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
My Money Story
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
Top Four Questions About 401(k) Plans
Retirement planning is a journey, and it is natural to have questions along the way. Here are some of the most important questions clients often ask me as a 401(k)-plan advisor.
Chart of the Month – September 2024
Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.
Invested in Women- Well Aged (and Well Read)
Foster Group recently launched a new initiative called, “Invested in Women”. Invested in Women will provide opportunities for financial education, solutions, and connections in a variety of formats. In early October, we’ll be hosting our first book club and discussing the book, “Well Aged,” by Ralph Milton.
Executive Compensation Strategies
Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.