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Commentary & Insights Articles

Commentary is a quarterly market commentary with our thoughts regarding the financial markets.

Insights are articles that cover a wide variety of topics that are important or interesting to our clients. If you have an idea for a future article you would like to see, please let us know.

Lisa Neff

Navigating Nonprofit Spending: Crafting an Effective Spending Policy

By: Lisa Neff The importance of a spending policy is often overlooked in the nonprofit world.  A spending policy is a written document that sets the rules and guidelines for determining the amount of the nonprofit's funds that can be spent annually. It's about striking a balance between moving the mission forward while maintaining sufficient resources to fight another day.  Nonpro...