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Cash Isn’t Trash (But Yours Might Be)

Back in 2020, billionaire investor Ray Dalio famously claimed that “cash is trash”, elaborating that at that time cash wasn’t safe because it would be “taxed by inflation” at current yields. Now here we are, 4 years later…

Webinar: The US Elections and Your Portfolio

With just over two months before the presidential election, and politics dominating the news cycle, many investors are wondering about the market implications of a Trump or Harris administration. Will the recent market rally change course, or perhaps…

If you are a Non-Profit, You Need to Know UPMIFA

Prior to 1972, nonprofit endowments were subject to the same rules that governed income distribution trusts. The crux of this was that only the income generated from the assets could be spent. Problems arose, because interest rates and…

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