Calculated Risk

JANUARY 15, 2025

The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Nonprofit social service agencies faced high demand amidst uncertainty about future funding levels. Truck freight volumes, however, were down.

Economics 162

Economics Nonprofit Manufacturing Transportation 162

The Big Picture

MARCH 4, 2025

And at the same time, we are often working with our asset management colleagues when companies have, you know, large cash balances that they need to invest and our private banking colleagues. Healthcare, higher ed and nonprofit business, again, two very mature businesses. I’ll speak for, you know, financial services specifically.

Banking 130

Banking Economy Startup Marketing 130

SEI

SEPTEMBER 1, 2022

Nonprofits and healthcare organizations. Varieties of crypto : This creates a new pathway for donations through different methods that give you options like stock, real estate, or any type of asset donation. Nonprofit institutions have a lot to think about when it comes to the success of their organization. phernandez1.

Nonprofit 52

Nonprofit Healthcare Financial Services Education 52

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC. trillion in customer assets. trillion in customer assets.

Investing 83

Investing Investments Portfolio Analysis Insurance 83

SEI

SEPTEMBER 6, 2022

Nonprofits and healthcare organizations. Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. Broker-dealers. Independent broker-dealer advisors. Independent trust companies. Insurance companies. IT professionals (ITS). IT Professionals (ITS).

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52