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05.23.2019
A Fine Balance: Aligning Fiduciary Duty with Your Strategic Mission in Continuing Care Communities
LPCs/CCRCs
The popularity of communities designed for adults in retirement or even pre-retirement phases is rising. Whether it’s salsa lessons, zero emissions buildings, gourmet cooking or entrance fees, community members are becoming increasingly discerning.
Read More05.06.2019
Is Your Investment Policy a Strawman?
LPCs/CCRCs
Everyone “knows” that organizations that invest should have an investment policy. Why is this so important? As Yogi Berra says (and the CFA Institute’s primer for investment trustees reemphasizes), “If you don’t know where you’re going, you’re liable to end up somewhere else.” Faced with…
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