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Resources

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Endowment Funds and Investment Policies
Endowment funds are a big deal. Creating a sound management strategy for this important fund can be intimidating. SHWM's nonprofit
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Nonprofits: Romance Your Brand
This article on "Romancing" your nonprofit's brand provides insights into attracting and keeping donors.
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Business Owners: Exit Planning Strategy Considerations
An important part of our work with business owners (or any client, for that matter) is year-end planning that encompasses
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Converting a Traditional IRA to a Roth IRA
Have you seen an article about converting your IRA to a Roth IRA? Many financial companies are running ads encouraging
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Spring Cleaning for the File Cabinet
This article from May 2012 is often-requested, as we all seek to "spring clean" just about any time of year.
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