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The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
By combining charitable intent with tax-advantaged lifetime income, a charitable gift annuity (CGA) can work very well for the right donor and for the right nonprofit. But a well-designed gift is only the beginning. Behind every CGA is a contractual payment obligation that a nonprofit must honor for the life of the annuitant, regardless of […]
David J. Nelson, CPA
George E. Hasbun, CFP®
Many investors have seen or heard periodic ads for alternative investments or read about them in various business and investment sources. The natural questions are: What exactly are alternatives, and do they belong in my portfolio? These are specialized investments, and while they have some attractive qualities and can serve a valuable role in an overall investment […]
Randall L. Zaharia, CFA, CAIA®
U.S. monetary policy is more active than ever, with the Federal Reserve exerting considerable influence on the global financial and economic environment. We believe that the current landscape may warrant asset allocation shifts in investment portfolios. <br> Background – The Rising Influence of the Federal Reserve: The Federal Reserve was established by Congress in 1913 […]
Randall L. Zaharia, CFA, CAIA®
We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation of COVID cases, hospitalizations, and, unfortunately, deaths. Consumer and business spending plummeted, and economic growth dramatically declined by 20% during the first half of the year. […]
Randall L. Zaharia, CFA, CAIA®
The U.S. economy may be at an inflation inflection point. Oil prices have doubled since February of 2016, and the election of Donald Trump as the President of the United States has added stimulus concerns. Expectations of substantial fiscal and tax initiatives could spur additional economic growth and subsequently increase inflation. However, the market is […]
Randall L. Zaharia, CFA, CAIA®Next Up
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