Tag: investment
Building Up Your Knowledge Base About Bonds
Bonds have a reputation as a “safe” investment compared to stocks. In some respects, that’s true. But they can also be risky, which is why investment advisors generally recommend that people in typical circumstances keep a balanced portfolio — in other words, one that includes both stocks and bonds. If you have a retirement savings account, you probably do own stocks and bonds, contained within large institutionally managed funds, such as a retirement target-date fund. When you buy a bond… Read more ›
If You See Something, Say Something – Navigating Complex Asset Matters During the Collaborative Process (with the Collaborative Professionals of Northern Virginia)
Councilor, Buchanan & Mitchell (CBM) Senior Manager of Divorce Finance and Litigation Support, Jamie Blum, CPA, CDFA®, and Senior Manager of Litigation Support and Forensic Services, Jordan Egert CPA, CFE, CDFA® will… Read more ›
Is a 403(b) Plan Right for Your Not-for-Profit?
The 403(b) plan is often thought of as a 401(k) plan for nonprofits. It’s probably not the only option for your not-for-profit, but it can provide certain advantages over 401(k)s. Following is a brief rundown. Generous Contribution Limits A 403(b) plan is a tax-favored qualified retirement plan set up for employees of not-for-profit organizations, including charities, hospitals, schools and government entities. As with other qualified plans, pre-tax contributions grow tax-free until withdrawals are made. Normally, employee contributions are deducted from… Read more ›