Posted on 16 April 2010.
Lessons learned by Boards of Non-profits and Charities
By Heather Holden PhD, Wealth Advisor The Afro News Vancouver
If you’re a member of a non-profit or charity board with an investment portfolio, you’ve likely had at least one meeting recently full of consternation regarding the state of your organization’s assets. And if you’re like the non-profits and charities I work with, the themes of those conversations were similar. Here is a brief summary of lessons learned.
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Posted on 19 January 2010.
Investing in the midst of Uncertainty
By Heather Holden PhD,The Afro News Vancouver
Given recent economic conditions and government interventions, it would be a good idea to consider the potential impacts on your long-term investment planning. Now may be a good time to think about your portfolio return above the inflation rate, in real terms, and to prepare for the risk of higher inflation.
Most investors would agree that preserving and even enhancing their purchasing power over time is a desirable goal. Different investments will serve you differently in your ability to clear the inflation hurdle.
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