Twelve points Blog
Strategies to Minimize Your Tax Contribution
Learn strategies to minimize your contribution to the government as we explore the topics of paycheck savings, FSAs vs. HSAs, job changes, charitable donations, child-care reimbursement, avoiding the marriage tax in a given year, and renting vacation homes vs. owning them.
Central Banks Start to Diverge
You can’t talk about Europe without including the European Central Bank in the discussion. The ECB, which conducts monetary policy for all of Europe, is continuing with their aggressive Quantitative Easing in the form of a large bond buying program.
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?”
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