Recent Blog Posts

The one rate that is more important than return

Investors have a laser focus on returns, which makes sense. Making the most of what you have saved means finding a high-return option in an appropriate risk and expense category. But there’s a rate that’s far more crucial to your rate of return, when it comes to retiring with the most resources possible.

Ephie Ballard-Johnson President and CEO, Neighborhood Christian Centers

Kevin Sharp Director, Dixon Gallery and Gardens

In his ten years at the Dixon, Kevin has expanded the museum’s impact through innovations like free Saturday mornings and pay-what-you-can Tuesdays, and a major 2016 renovation that was unveiled for the Dixon’s 40th anniversary.

Unleash the Power of Predictability with Recurring Revenue

As competition — local, national, and global — puts continuous pressure on revenue generation, many businesses and non-profits have begun to explore strategic opportunities for recurring revenue. Have you spent any time imagining ways that you can convert less predictable revenue streams into more reliable ones?

Sonji Branch, Director, Communities in Schools Memphis

Sonji recruits and hires a growing number of site coordinators who work on site with local schools to help kids one on one with the everyday problems that keep them from attending and achieving. Thanks, Sonji for being such an asset to our community!‍

Has the rally left your portfolio exposed?

Investors in the stock market have enjoyed strong performance, for the most part, since the lows of 2009 — the S&P 500® index, for example, has risen in excess of 225%. And in addition to strong returns, we have seen little of the volatility that typically scares investors out of the market.

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