While the initial gift to a client’s fund may tend to be the largest, we should not ignore the opportunity to continue to incorporate donor-advised funds into the client’s ongoing charitable plan.
Uncertainty abounds in the global marketplace – what are the risks and opportunities, and what is an investor to do in today’s markets? Chautauqua Capital Management discusses how to invest in the current environment.
Most of us view our investment portfolio as numbers on a screen. However, investments represent money that we set aside for some future purpose or goal. Are we investing with that goal in mind?
After an extremely rapid industrial transformation, China sits at a crossroads that presents both compelling opportunities and significant risks. However, investing success demands a deep understanding of China’s long-term plans, political landscape and key trends. Brian Beitner, Managing Partner of Chautauqua Capital Management, discusses China’s complexities and inherent investment opportunities.
In this edition of the Muhlenkamp Memorandum, Ron and Jeff discuss the Small Business Optimism Index chart which is produced by the National Federation of Independent Business (NFIB). It is based on monthly surveys of its members in order to better understand the environment in which small businesses are operating.
We may not be able to control the direction of the markets or the rate of inflation, but we can control the amount of money we spend.
This article takes a hard-nosed look at the pummeling being taken by active management and argues that improving can no longer be approached passively. It must become a core competency for every active manager.
Impact investing continues to grow in popularity. Donor-advised funds are a useful tool for impact investing, provided that donors and their advisors are aware of certain points before making these investments.
I question why any financial advisor would want to use B.I.C.E., given the likelihood of significant reputational damage that would result for the advisor.
How much do investors worry about volatility? It comes down to their life stages. Dr. Brian Jacobsen takes a data-driven look at retiree and non-retiree viewpoints, with results from the Wells Fargo/Gallup Investor and Retirement Optimism Index.