We are proud to announce today that our Director of Investments, James M. Walden, CFA, has joined the Just Food Board of Directors. Just Food plays a key role in fighting hunger throughout Douglas County. Among its programs are its food pantry, which provides both perishables and non-perishables to Douglas County residents within 185% of…

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One of the most common questions we receive from clients or prospective clients prior to retirement is “How do I generate an income stream from my portfolio?” There are different strategies you can use, and each has different considerations and implications to weigh before implementing. Below are brief descriptions of three of them.    …

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You might not guess that in the United States alone, non-profit corporations and foundations manage more than $5 trillion in assets. If U.S. non-profits and foundations were a country, they’d represent the 20th largest economic power in the world, wedged somewhere in between Argentina and Saudi Arabia.      Large or small, the institutional…

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