A Breakdown of Different Investment Types

As a financial advisor, guiding clients through the complexities of various investment options is a key part of my role. Understanding the different types of common investments—stocks, bonds, mutual funds, and ETFs—is crucial for building a well-rounded portfolio. This blog post will provide a comprehensive breakdown of these investment types by exploring what they are, […]

Investing For Nonprofits — Let Your Mission Be Your Guide

The specific mission of your nonprofit and how you go about that mission is unique to your organization. Similarly, while it might seem like there is a best practice for how all nonprofits should manage their investable assets, the truth is there is no single approach that works best.