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How to Talk to Donors About Planned Giving
Planned gifts are important. To donors, they often represent the biggest gifts to charity they will make. Planned gifts also tie the donor to the charity. To nonprofits, planned gifts similarly are some of the largest donations received and also…
What is an RIA?
What is an RIA in the financial industry? RIA refers to a registered investment advisor. “Registered” indicates registration with a regulatory authority. The term “investment advisor” is formally defined by the Investment Advisers Act of 1940 (Advisers Act). While the…
What is Biblically Responsible Investing (BRI)?
Introduction Biblically Responsible Investing (BRI), a type of faith-based investing, is gaining ground with both institutional and retail Christian investors. Now more than ever, financial capital is being used as a tool to influence the decisions companies make. The purpose…
Cornerstone 2nd Quarter 2023 Commentary
“Life can only be understood backwards, but it must be lived forwards.” – Soren Kierkegaard “There are two kinds of people who lose money: those who know nothing and those who know everything.” – Henry Kaufman (German-American economist) to Robert…
Cornerstone 1st Quarter 2023 Commentary
I sincerely believe with you, that banking establishments are more dangerous than standing armies, and that the principle of spending money to be paid by posterity, under the name of funding, is but swindling futurity on a large scale. –…
Silicon Valley Bank (SVB) Commentary
Readers who have followed the financial news over the past few days have seen headlines about the collapse of Silicon Valley Bank (SVB). We wanted to provide a brief commentary about what happened and address investor concerns about the safety…
How to Evaluate Investment Performance
Introduction Many organizations struggle with investment performance evaluation. How can one determine if the investment program is doing well, or how does one even define “well”? In this blog, we provide some ideas on how to evaluate investment performance from…
Cornerstone 4th Quarter 2022 Commentary
As for it being different this time, it is different every time. The question is in what way, and to what extent. Tom McClellan We are nowhere near a capitulation point because it’s at that point where it’s despair, not…
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Cornerstone 3rd Quarter 2023 Commentary
It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong. George Soros Following the surprisingly strong results of the first and second quarters of…