Asset allocation differences between endowments and foundations abound, especially when one considers size. Advisors have an opportunity to provide insight and guidance to smaller endowments and foundations on proper governance structuring and setting an appropriate asset allocation.
May was mixed from an economic and market perspective, reminding investors of the give and take that often comes with holding a globally diversified portfolio.
The strong U.S. equity market rally in the first quarter of 2013 has some investors worried about a market pullback. In our opinion, this concern is a relatively unnecessary distraction for well-diversified investors.
Does asset allocation continue to benefit investors? A picture can be worth a thousand words.
Think quickly: what are three things you do that most distinguish you from your competitors? Does your list include proposals – the asset allocation recommendations you make to your clients? If not, I have some ideas for how you may want to consider enhancing your proposals so they are more distinctive – and more successful.
This first post of our new series summarizing the past month’s market movements highlights the tear markets were on in January – and asks where they might go next…
Congress isn’t making year-end tax planning easy. For a sampling of some of the taxes set to increase in 2013 continue reading.