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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…
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Quarterly Letter “When you arise in the morning, think about what a precious privilege it is to be alive, to breathe, to think, to enjoy, to love.” – Emperor Marcus Aurelius At the close of…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that influence what a company is worth today and what it may be worth in the future. The factors impacting a…
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“With a mission to foster financial literacy and increase economic access, as well as supporting organizations that help our communities to thrive, the Moneta Charitable Foundation provides grant dollars and amplifies nonprofit service opportunities in…
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Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, GivingTuesday arrives to turn your attention to the power and promise of philanthropy. A global movement that “unleashes the power of…
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by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital federal food assistance to feed their families. The Supplemental Food Assistance Program, or SNAP, is a critical safety net that has…
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by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full force when I return to New England. One of my pet peeves is when fellow drivers don’t…
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Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments, political tension, and global uncertainty. Beneath the noise, U.S. growth remained exceptional. GDP expanded at…
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Quarterly Letter “To swim a fast 100 meters, it’s better to swim with the tide than to work on your stroke.” – Warren Buffet After a rocky start to the year given concerns over tariffs,…
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If you have ever been to an improvisational comedy show, you know the power of “YES, AND…” thinking, a fundamental principle for collaboration. A participant accepts a given scenario and then adds value to the scene…
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In the aftermath of deadly flash floods that devastated parts of central Texas in early July, donors across the country have been stepping up to support the ongoing recovery efforts. After natural disasters, immediate and…
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Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.” – Oscar Wilde As we prepare this investment update, Congress is putting the finishing touches on the Big, Beautiful…
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Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month as tariff talk ramped up and the threat of DeepSeek was high on everyone’s concerns.…
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You may be familiar with this philanthropy adage: “When is the best time to plant a tree? Twenty-five years ago. And the next best time to plant a tree? Today.” For philanthropic donors who want…
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On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept through a wide swath of north St. Louis before continuing to Illinois. Over a 21-mile path of destruction,…
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A guide for Advisors navigating change Have You Really Checked Your Data Lately In conversation with an advisor who had recently moved to a new firm, the advisor said, “You know, I thought I knew…
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When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthand list of the various strategies that one can employ (Time, Talent, Treasure, Ties, Testimony…and Tax credits). The state of Missouri*…
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Quarterly Letter “The stock market is a great device for transferring money from the impatient to the patient.” – Warren Buffett As we write this commentary in early April 2025, President Trump has…
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Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
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MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
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Marketing your RIA is an essential part of growing your business and attracting new clients. But between the day-to-day of running a business and the jargon and complexity of modern marketing, many RIAs struggle. How…
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Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
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By Anna McDonald, Director of Family Learning When most people think of private air travel, they often conjure images of celebrities’ lavish experiences. Whether it’s the opulent Gulf Stream with cashmere seats and custom modifications…
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Learn how embracing back-office to centralize processes can save you time, money, and hassle. The balancing act. “I swear I spend more time troubleshooting computers, reading up on regulatory changes, and looking at benefits packages…