The world as we see it
03.15.2019
The Importance of Financial Wellness
Retirement plans
By Chris Foster
Numerous recent studies highlight the fact that American workers of all ages may not be saving enough to maintain their current standard of living during retirement. Indeed, many workers lack confidence that they will ever be able to afford to retire.
Read More03.06.2019
Connecting the Dots: The Linkage Between Financial Ratio Analysis, Asset Allocation & Marketing
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Financial ratios lie at the heart of many benchmarking studies in the CCRC and Life Plan Community industry and can be crucial elements with regard to strategic planning, financing and refinancing projects. Are these ratios also germane to how senior living investments are allocated? We…
Read More02.06.2019
Decision, Decisions: A Closer Look at a Couple of Common Investment Committee Debates
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
I recently had a prospective non-profit client share a few of the “decision points” his investment committee was concerned about in regard to their investment process. He shared that the committee was debating whether they should hire a firm whose marketing focus was both national…
Read More02.04.2019
Using Municipal Bonds to Enhance After-Tax Returns
Private wealth management & investing
By Procyon
Municipal bonds may be attractive investments for high-net-worth individuals because their income returns are usually exempt from federal incoem taxes and, in some cases, state and local income taxes.
Read More12.09.2018
Using 529 Plans to Invest for Education and Transfer Wealth
Private wealth management & investing
By Procyon
Section 529 plans are state-sponsored education savings plans that allow flexibility in choosing a school and the opportunity for late starters to make sizable investments while reaping tax breaks.
Read More10.16.2018
Managing Risk in Your Portfolio
Personal finance
By Chris Foster
In order to figure out how to manage risk, you must first understand it. Investment risk — or the risk of losing investment value — comes in many forms.
Read More10.07.2018
Be Vigilant About Identity Theft
Personal finance
By Chris Foster
Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal information about you.
Read More10.03.2018
Separately Managed Accounts – A Customized Approach to Investing
Private wealth management & investing
By Procyon
Separately managed accounts are custom portfolios that investment professionals manage for high-net-worth investors.
Read More07.11.2018
Teaching Children the Value of Money
Personal finance
By Chris Foster
Can you remember the first time a parent or sibling gave you a dollar bill and said “Do as you wish”? Certainly, candy and bubble gum were tops on the list. But in today’s ever-complex world of electronic transactions, children may be picking up a…
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