Latest Content

Market Capitalization and a Diversified Portfolio

Kevin Ross |
Investment Management

Understanding and assessing the market capitalization of companies is crucial to making smart investment choices.   Market capitalization, or “market cap,” refers to the total value of all of a company’s shares of stock. All companies are categorized according to their market capitalization as small-cap, mid-cap, or large-cap. Investors need to take these categories into account

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Investing in Socially Responsible Mutual Funds

Clyde Kessinger |
Investment Management
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Investing according to one’s conscience means finding a fund that matches both your social concerns and investment needs. There are a host of different socially responsible mutual funds that use specific ethical criteria. Most socially responsible mutual funds focus on four specific areas: community, environment, employees, and diversity. In order to construct a profitable portfolio, performance

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Becoming a Philanthropist: It’s more than Just Writing Checks

Carol G. Kroch |
Wealth Planning

There are many factors to consider when becoming a philanthropist or starting a charity.    Establishing a new charity requires many important considerations. Adopting a strategic vision for the charity brings discipline and focus to philanthropy. Prudent investing and fundraising are key to a charity’s growth potential. Just as an individual goes through life cycles,

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