Cash Isn’t Trash (But Yours Might Be)

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…

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…