Three Phase Philanthropic Planning Framework℠
“We make a living by what we get. We make a life by what we give.” – Winston Churchill While growing wealth changes a family’s
“We make a living by what we get. We make a life by what we give.” – Winston Churchill While growing wealth changes a family’s
This paper evaluates the Lower Middle Market (LMM) segment of the private debt market. Sunpointe Investments finds this segment attractive because it offers more inefficiencies
Behavioral finance is a powerful tool when used effectively by investors and financial advisers. Although this usefulness is generally accepted in theory, the practical value
Responsible or Environmental, Social and Governance (ESG) designated investments have shown explosive AUM growth in the past decade to reach twelve trillion dollars1. This is
The phrase emerging markets was coined by economists in the early 1980s to define investing in developing countries. Although the term is widespread, there is
This paper evaluates the Lower Middle Market (LMM) segment of the private equity market with a focus on funds with assets under management (AuM) of
For many decades most endowments and foundations have been guided by a general 5% payout rule. The genesis of this payout rule was an extension
Over the past 10 years, the popularity of passive investing has grown substantially. The advertised advantages of passive investing make intuitive sense and include low
In the first piece in this series, “Investor Risk Profiling: An Overview,” Joachim Klement set forth the challenges that traditional risk tolerance questionnaires present to
Offering cogent explanations of seemingly irrational investor and market behavior, behavioral finance has emerged as an important branch of economics in recent years. Indeed, the
