5 Lessons learned about the investment portfolios of charities and non-profit organizations.
Wealth Advisor
Lessons learned by Boards of Non profits and Charities
on April 16th, 2010
Common Investing Mistakes
on December 21st, 2009
Be aware of your tax liabilities and make strategic decisions regarding asset allocation, but make good investment decisions your top priority. To hold on to investments to avoid capital gains tax, for example, could lead to poor investing decisions and lost opportunities.