Articles
Beyond the Blueprint: Why Nonprofits Need an Investment Philosophy Statement
Many nonprofits lose millions annually due to systemic investment underperformance, often rooted in vague or outdated Investment Policy Statements. This article explores how adopting a clear, long-term investment philosophy can improve consistency, resilience, and alignment with mission-driven goals….
What’s Really Going on with the Rise of ETFs
The ETF market has exploded in 2025, with more funds now available than publicly traded stocks. This article explores the structural and behavioral forces driving ETF growth, the shrinking pool of investable companies, and the risks investors face in an increasingly complex landscape. Understanding what’s behind the boom is essential for making informed, long-term investment decisions…
Portfolio Review Q4 2025: Year-End Review
Stocks delivered strong gains across most major asset classes in Q4 2025, with international markets and AI‑driven U.S. tech stocks leading the way. Bonds and alternative investments also posted solid returns as interest rates fell and credit spreads tightened. As valuations rise and market concentration increases, the article highlights why diversification remains essential heading into 2026…