Sustainable spending in a low return environment
Research shows that spending a lower percentage of the
portfolio (say 4% rather than 5%) may actually be the best solution for
the long-term health and longevity of the organization. However, there is no “right” answer that works for all institutions.
Market Perspectives - September 2016
Most domestic equity indices ended the month relatively
flat, with the exception of small-caps, which recorded a moderate gain.
International equities, benefiting from the tailwind of a slightly
weaker dollar, also recorded gains in August.
Presidential Elections, Government Policies, and the Capital Markets: Seeing beyond the noise and staying the course
With the U.S. Presidential election approaching, it’s an opportune time to examine what history does and does not tell us about the relationship between U.S. Presidential elections, the capital market, and investors.
Six Steps for Creating an Advisory Board
Creating an advisory board? Opt for simplicity. Here are six easy steps to use as your blueprint for creating a simple, informal advisory board for your business.