Twelve points Blog
Wall Street’s False Truism: Is Buy and Hold Always Better?
I’d like to talk to you about Wall Street false truisms regarding buy and hold investing. “Buy and hold has always been better” is a very institutional mindset. It works really well for endowments
What to Do in Times of Market Volatility
On Friday, February 2nd The Dow closed down 666 points, or 2.5%. The sudden move came unexpectedly as inflation data came in slightly higher than expected. The following week the Dow continued its decline, at one point down 10% from the highs.
5 Foundations and Endowments Questions, Answered
Finding the right answers begins with asking the right questions, and that’s how many of our relationships with clients begin. We’ve consolidated our most frequently asked questions to introduce you to our services, explain what those services can do for your nonprofit
Every Nonprofit Should Be Able to Answer These 12 Questions
Do you know where your foundation’s current Investment Policy Statement is?
Hopefully your answer is, “Yes, it’s with my other fiduciary responsibility documents. Where else would it be?”
How Rising Interest Rates Affect You
When you hear about the Federal Reserve it may be hard to imagine that their actions have a direct affect on you. The truth of the matter is that their policies, including those related to interest rates, are felt all the way down to the consumer level, for better or for worse.
3 Tax Tips to Save Your Spring
Filing taxes can be an intimidating process and in the stress of it all, sometimes we can forget to do the obvious or skip over the basics, making it even harder on ourselves. If you file your own taxes the following three simple tips can save you time, headaches and even money in the long run.