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Investing your organization’s assets

Footsteps on the beach at sunset.
3 min read
Five steps to a financial wellness plan
We outline five steps to help plan sponsors develop financial wellness programs that will have a positive impact on their employees.
Article August 15, 2017 3 min read
Woman looking out window
1 min read
A strategic view to maximize returns
Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
Mark Dixon Wealth Management
Article May 25, 2017 1 min read
Sunset on the water
1 min read
Beltway uncertainty and what it means for the economy and investors
While the overall direction of the administration’s pro-growth policy remains relatively clear, what’s changed is the political reality. It will be hard for the administration to push its proposed reforms through with the sharpening focus on the investigation and its increasingly bipartisan support.
Jim Baird Wealth Management
Article May 25, 2017 1 min read
Image of a man looking out the window
5 min read
May 2017 market perspectives
April was another positive month for domestic equities across the spectrum, with small caps leading the pack. Year to date, large caps are holding onto solid gains, followed by mid caps and small caps, respectively.
Jim Baird Wealth Management
Article May 11, 2017 5 min read

Deep dive: Investing your organization’s assets

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