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Checklist: Nonprofit Investment Policies to Review Before the US Presidential Election
Market volatility during presidential elections can create both risks and opportunities for nonprofits and associations. It’s essential to make sure…
August 2024 Market Commentary & Outlook
Overall, both stocks and bonds performed well in August and have performed well so far this year. As we head…
Investing Amidst the 2024 Presidential Election: What Nonprofits and Associations Need to Know
There are many factors that drive the performance of the markets throughout the year: corporate earnings, economic news, central bank…
July 2024 Market Commentary & Outlook
The third quarter is underway and commenced with fixed income having a stellar month on the expectation that the Federal…
Values-Based Investing: 4 Frequently Asked Questions
What nonprofits and associations need to know about performance, fees and investment oversight Values-based investing has benefitted investors by allowing…
June 2024 Market Commentary & Outlook
The second quarter came to a close with US stocks continuing their positive run and gaining over the month despite…
5 Steps to Evaluate if Values-Based Investing is Right for Your Nonprofit or Association
Values-based investing — like socially responsible investing (SRI) and Environmental, Social, and Governance (ESG) investing — has gained significant traction…
May 2024 Market Commentary & Outlook
May ended on a much better note than April, with both stocks and bonds rebounding nicely over the month. Domestically,…
March 2024 Market Commentary & Outlook
March kicked off with a strong jobs report followed by data showing that inflation was still sitting above the Federal…
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