For The Business Owner

Considering a retirement plan for your employees?

Considering a retirement plan for your employees?

The best small businesses offer retirement plans to their employees. 401ks, 403bs, SIMPLE IRAs, and SEP IRAs, etc. can be extremely beneficial to the overall success of a company! There is, of course, no requirement for small business owners to offer an... read more
Avoiding the “Two-Plan Tony”

Avoiding the “Two-Plan Tony”

In the world of retirement plan consulting, there exists a technical term used to describe brokers/advisors that are dabbling in the space but for whom, consulting on retirement plans is not a core competency. These brokers/advisors are non-affectionately known in the... read more

For The Non-Profit

Is your cash reserve fund working smart for you?

Is your cash reserve fund working smart for you?

Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk. The secondary priority would be the amount of yield that fund is able to get. Considering these two concerns many nonprofits consider just two choices,... read more
Nonprofit organizations need retirement plans too.

Nonprofit organizations need retirement plans too.

Nonprofit organizations need retirement plans too. Offering retirement benefits at your nonprofit can help you be competitive at attracting the best talent for your nonprofit organization. Most employers in the nonprofit sector provide retirement plans. Many different... read more
Who Should Be On Your Development Committee?

Who Should Be On Your Development Committee?

By David Scully, President and CIO, DWAM Partly because I have a father that has built a very successful career in professional fund-raising and partly because I deal with people’s money on a daily basis in my normal business responsibilities, I have found that I am... read more

For The Personal Investor

Are you ready to retire?

Are you ready to retire?

When the time comes, will you be able to retire comfortably?  As retirement age approaches, many individuals belatedly review their finances to see if they can afford to stop working.  However, often, these investors discover that they should have been planning for... read more
Do your investments reflect your values?

Do your investments reflect your values?

As social responsibility and environmental awareness become more popular, the demand for ESG investments has grown as well. ESG investing is defined as investing by taking into consideration environmental, social, and governance factors in conjunction with your... read more

For Cash Management

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Behavioral Biases Series

I visualized my grief if the stock market went way up and I wasn’t in it—or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my retirement plan contributions 50/50 between bonds and equities. —Harry Markowitz, father of Modern Portfolio Theory

I visualized my grief if the stock market went way up and I wasn’t in it—or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my retirement plan contributions 50/50 between bonds and equities. —Harry Markowitz, father of Modern Portfolio Theory

According to an article published in Seeking Alpha, Regret Aversion “refers to the idea that investors fail to make decisions or take action because of the fear that they will regret it in the future. This bias is closely tied to errors of omission, where an error is... read more
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