On The Road Again… Apr17

Posted by & filed under Events, White Papers/ Thought Pieces.

Last week, I almost peed in my hotel room closet. Yeah, you read that right. It was the middle of the night. I’d been in different hotels (interspersed with brief sojourns at home) for part of every week since the beginning of the year. And for one brief and almost disastrous moment, I simply forgot where I was. Luckily, I came to my sleep-addled senses when I tripped over one of my own shoes, placed strategically outside the closet door. But still, it was a sobering moment

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Why Non-Qualified Deferred Compensation is Making a Big Come Back Mar27

Posted by & filed under Investing, White Papers/ Thought Pieces.

With a shortage of “good help” already in the workplace, the supply potentially even less in future years as the Boomers all retire. The diminishing workforce, coupled with increased competition from other employers, makes attracting and retaining of key personnel even more crucial and challenging. The general population has at the same time become increasingly concerned with benefits such as healthcare and retirement accounts amidst market volatility and growing doubt of government funded programs like social security

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Impact Investing: The New Age of Enlightenment Mar26

Posted by & filed under Impact Investing, Investing, White Papers/ Thought Pieces.

Today we have rapidly growing, yet somewhat speculative, estimates of how much money is being allocated to and invested in Program Related Investing (PRI), impact grants, investments in private and public equity vehicles aligned with Environmental, Social, Governance platforms (ESG), Sustainability, and Impact, that reach as high as $2T

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