Institutions Why Nonprofits Should Embrace OCIO January 20, 2026 - In today’s increasingly complex investment landscape, nonprofit organizations face growing pressure to steward capital responsibly while advancing their missions. As a result, many nonprofits are… Kyle Adams, Partner
Institutions Nonprofits: Planned Giving Strategies for Donors January 10, 2023 - Having focused discussions with potential donors regarding planned giving strategies is an effective tool to encourage donors to complete an annual gift and can help… Theodore D. Schneider, Partner
Institutions Compensation Considerations for Foundation Insiders June 9, 2022 - Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful… Susan Hartley-Moss, Partner
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.
Economic and Market Outlooks Video: July 2026 Economic and Market Outlook July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…
Individuals and Families Tax Challenges Every Business Operating in Multiple States Must Navigate July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…