E & F Insight
Forecasting Equity Returns – What Can I Count On in 2024? Part Three: Smoke and Mirrors Day – A Celebration of Small Caps, Global Funds and Emerging Markets
Photo credit: Pixabay A three-part conversation with Highland Consulting Associates. Over the past several weeks we have been considering what you can expect from investment returns in 2024—or, rather, whether you can count on 2024 predictions at all. We’ve organized this series into three parts (see Part One and Part Two) to cover the major…
Read MoreForecasting Equity Returns – What Can I Count On in 2024? Part Two: What are the Pieces of the Pie? (And Is Your Pie Getting Smaller?)
Photo credit: Pixabay A three-part conversation with Highland Consulting Associates. In the next several weeks we’ll consider what you can expect from investment returns in 2024—or, rather, whether you can count on 2024 predictions at all. We’ll break this series into three parts to cover the major areas of investment opportunities beginning with historical returns,…
Read MoreForecasting Equity Returns – What Can I Count On in 2024? Part One: Normalized Distribution – Ring a Bell (Curve)?
Photo credit: Pixabay A three-part conversation with Highland Consulting Associates. In the next several weeks we’ll consider what you can expect from investment returns in 2024—or, rather, whether you can count on 2024 predictions at all. We’ll break this series into three parts to cover the major areas of investment opportunities beginning with historical returns,…
Read MoreCome Together: Nonprofits Pool Plans
Pooled plans are now for nonprofit organizations. U.S. nonprofits account for 10% of the U.S. workforce, trailing only retail and manufacturing[i]. Not only that, but the sector has grown dramatically over the last 15 years[ii]. For nonprofits wanting to attract and retain employees (most often, employees who share a commitment to the nonprofit’s mission), offering…
Read MoreMillennials Investing in a New(er) Millennia
Gone are the days of calling a stockbroker to hear the latest picks to then place a trade with a $50 commission for a mutual fund with a 2% expense ratio. Today, the average American 20-something with a phone and a brokerage account can place a zero-commission trade for any security on an exchange in…
Read MoreReframing Our Perspective
“What I am looking for is a blessing not in disguise.” Jerome K. Jerome In response to aphorisms like “adversity builds character,” and “what doesn’t kill you makes you stronger,” is the honest plea from 19th century humorist Jerome K. Jerome, “What I am looking for is a blessing not in disguise.” While hard to…
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