The Tax-Smart Way to Draw ‘529’ Funds
Paying for all your college expenses with money from a 529 savings account might shut you out of other tax breaks. With a little planning, you can maximize benefits.
6 tips for strong organizational ethics
From serving clients to raising funds to managing staff, running a nonprofit can be difficult even before factoring in ethics and conflict-of-interest issues. In “Ethics…
How do I know what to invest in?
You're not the only one feeling overwhelmed by the tens of thousands of stocks, bonds, mutual funds and exchange-traded funds out there.
How Better Donor Data Helps Nonprofits Raise More Funds
Collecting utilizing nonprofit donor data helps nonprofits raise funds through high retention efficient spending of marketing dollars improved brand experience
How Community Foundations Tap Wealth Advisers to Attract Donor-Advised Funds
Meeting with financial advisers regularly and touting your organization’s expertise in the community helps attract these funds.
Smart Finance Ideas for Investing Your Tax Return
Is the bond market still smarter than the stock market?
The big difference between stocks and bonds? Measuring risk and reward in the bond market requires a finer instrument than in the stock market. Bond-investing goals, including income generation or hedging, can’t really be tossed aside and quickly recovered with political tide-change or other trading-psychology whims.
What Asset Managers Don’t Want You to Know About Their Factor Funds
In the race to lead in smart beta funds, asset managers and index providers are using proprietary factors not grounded in academic research, a new paper argues.
How Closed-End Funds Can Outperform ETFs
The structure of closed-end funds allows them to pursue greater gains, with higher risk.
Evergreen Funds Are Changing How Allocators Invest
Why sell a portfolio company when you could own it forever?
Index Funds Are Finally Sexy. What a Shame.
The common-sense route to patient investing has turned into another way for people to take bad risks.
What Happens When Hedge Funds Are Under the Gun
Managers get better at stock picking when they’re under pressure from redemptions, new research shows.
Forget Factors: This is How to Pick Top-Performing Hedge Funds
Researchers have found that beating one’s competitors better predicts more persistent hedge fund alpha than complex factor decompositions.
So how do funds raised for DDRC get spent??
DDRC is a charity and we provide hyperbaric treatment for people with decompression illness but also a wide variety of other health problems such as complications of diabetes and the long term side...
Did CalPERS Make a Mistake on Hedge Funds?
To profit or not to profit. That is the question for the nation's largest public pension.
Why Concentrated Funds Put Your Money at Risk
Sequoia Fund has taken a beating lately because of its huge stake in Valeant Pharmaceuticals. Which other focused funds demand your scrutiny?
Choosing Charity: How Donor-Advised Funds Benefit Your Contributions
Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed.
Balanced Funds Don’t Inspire Fear or Greed. That’s Why They Are So Useful.
Balanced funds’ straightforward mix of stocks and bonds can discourage investors from behaving in self-defeating ways, leading to strong returns.
Goldman Has Some Tips for Hedge Funds That Can't Short Straight
Why Target-Date Funds Might Be Inappropriate for Most Investors
New research suggests that if you aren’t an average investor—and most people aren’t—the one-size-fits-all approach isn’t the way to go.
How Redditors Beat Hedge Funds at Their Own Game(Stop)
