Two of our associate wealth members—Eric Purcell and Erica Waggoner—joined other community members at a recent cleanup of the Topeka weir, or dam along the Kansas River. In fact, Eric helped spearhead the effort as co-chair of the Riverfront Action Team. “The Riverfront Action Team is committed to keeping the Kaw River clean so we…

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How Much Do You Need to Retire?

Retirement is a big decision for many reasons. “What am I going to do with my time?” “What lifestyle to do I want to live?” “Where do I want to live?” These are important questions, and they all have an impact on another big question: “How much do I need to retire?”     …

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Nonprofit and foundation board members owe the same fiduciary responsibilities to the management of assets as their for-profit counterparts. While outsourcing asset management to an independent, full-time fiduciary advisor can assist with the process, it is critical for nonprofit organizations to develop an appropriate Investment Policy Statement (IPS) to ensure that the limited resources of…

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