Q3 2019 Investment Update & Trends

CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2019 Q3 Investment Call, and access the presentation slides in this article.

Philanthropy Roundup: December 2019

Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.

November 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore IRA and 401(k) contribution limits for 2020, reasons to update estate plans, and inheritance size. Read below to stay in-the-know on industry news.
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