Managing Assets

Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.

Unlike for-profit entities, foundations manage their investment portfolios with a distinct mission in mind – generating returns that support their charitable endeavors.

For the affluent or even many average donors, one of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways. Families and individuals donate for a whole host of reasons, and taking advantage of tax breaks is low on the list of motivations. Still, tax benefits are an important secondary consideration when giving, one that requires a closer look.

For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable missions. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.

Employers that offer a 401(k) retirement plan to their  employees take on significant fiduciary risk and responsibilities as well as administrative duties. These  fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single-employer 401(k) plan

In an environment with increasing pressure on operating margins, healthcare leaders need to balance safeguarding cash and protecting capital resources with upholding high standards of quality for patient care. A seasoned lending partner can assist healthcare CFOs, treasurers, and other decision makers with developing a strategic approach to equipment financing that not only allows for infrastructure improvements and technology investments, but ensures that capital is available for essential staffing, facility growth, and other mission-critical needs amidst ongoing uncertainty.

Agricultural businesses are weighing the higher costs and economic uncertainty born from tariffs with new growth opportunities provided by tax cuts. It’s a fine balancing act, but the right financial strategy will give farmers a path forward to accomplish their business goals.

Pension plan sponsors have had a lot to deal with these past two years and continue to monitor their plans’ funded status. During 2022, plans saw a substantial decline in asset values, which were somewhat offset by the impact of significant increases in discount rates.

New survey data shows roughly half of middle market companies plan to pursue acquisitions by the end of 2025. But how are leaders timing mergers and acquisitions activity amid economic uncertainty, and what factors are most important as they prepare for growth and exit over the next three years?

Nonprofits are built on stories. Stories of impact, of change, of community. But did you know that we often overlook one of the most potent storytelling tools a nonprofit has?

"Nonprofits are the backbone of our communities, providing essential support and services. But in turbulent economic times, their resilience is put to the test. This paper offers a roadmap for navigating challenges and seizing opportunities in turbulent times."

Distributed generation (DG) developments and renewable energy projects, like community solar, have historically faced challenges in securing financing. Limited capital availability and complex regulations have created steep barriers to DG investment, even with demand. In fact, many communities and businesses appear to believe it is nearly impossible to secure capital for these projects — but expert capital markets advisors are finding unique pathways to securing financing.