We define sustainability as the maintenance over extended periods of a portfolio’s purchasing power, provide an overview of ways nonprofits can meet their fiduciary responsibilities and cover a variety of important issues, including:The toll taken by a “lost decade” of reduced fixed income yields, along with increased equity market volatility both provide reasons to revisit asset allocation and spending policies.Changes to the U.S.
In managing an investment portfolio aimed at both preserving and growing wealth, it’s critical to periodically revisit the various forces that could present a threat to those goals. We look at the risk of losing your money. Then we explore the risk of outlasting your money. Followed by a discussion of the risk of diluting your money.Assuming a 2.
Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them. This first in the series, “Risky Business,” reveals some eye-opening disconnects in the respondents’ thinking.Business owners strongly support the Trump administration’s policies, yet they also worry about U.