Blog

Topic: “Investments”

Market Volatility in the Face of COVID-19

COVID-19 is hitting investment portfolios hard with a series of precipitous plunges in asset values not seen since the market meltdown of 2008. The financial news is stomach-churning; all manner of “worst since,” “biggest drop in” statistics accompanied by graphs with lines helpfully pointing straight down in case you didn’t quite get the point. And... Read More

Bracing for Market Volatility

For the past few years, investors have enjoyed a long period of relative calm in the markets. In recent months, however, market volatility has begun to rear its head. This volatility can naturally be unnerving, but one must remember that volatility is, in fact, a normal part of the investing cycle. Those of us that... Read More

Help Your Grantees Prepare for Market Downturns—and Do It Now

One session at the Exponent Philanthropy National Conference this past fall prompted a question that I’ve continued to ponder. I attended the session “A Framework for Foundation Investing in a Low-Return Environment.” Full disclosure: As a relative newcomer to philanthropy, I often feel anxious in discussions about organizational budgets and investing. But it’s an important... Read More

Increase Foundation Cash Flow, Conservatively

Kelly is a foundation trustee who, during a recent review of the foundation’s investment portfolio, learned that income generated by the portfolio was not enough to fund the foundation’s charitable activities—the required 5% annual distribution. Although the portfolio’s returns were good, cash flow was an issue. Kelly wondered about a conservative way to generate cash... Read More