Fundamentals

Focus on Fundamentals: Asset Allocation

By ari | November 6, 2014

The way you divide your investment dollars among stock, bond, and money market investments is known as asset allocation.1 As simple as this strategy sounds, it is deceptively powerful: Studies have found that asset allocation decisions account for more than 90% of your portfolio’s performance over time.2 As we near the end of the year,…

Family Foundations: Keep Fundamentals in Mind When Investing Assets

By ari | October 14, 2014

When managing family foundation assets your goals are generally twofold: strive to generate current income while also preserving principal to help the family continue to meet its long-term charitable objectives. Often families will find that many of the investment principles used in managing individual portfolios also apply to foundations. Following are some “evergreen” investment strategies…