https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/en-US14.0.0.622 14https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/10/i-need-more-information-about-my-client-s-charitable-gift-planning/173Wed, 20 Jul 2022 14:08:00 GMTforumreply:173James Jordan thank you! I appreciate it!https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/10/i-need-more-information-about-my-client-s-charitable-gift-planning/170Wed, 20 Jul 2022 13:58:00 GMTforumreply:170Kathy Manix I can reach out to other team members to see what kind of information or resources we havehttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/9/what-information-can-i-give-my-client-regarding-education-estate-legacy-planning/163Wed, 20 Jul 2022 13:53:00 GMTforumreply:163Sara Collins that is correct, you can pass it along to mehttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/9/what-information-can-i-give-my-client-regarding-education-estate-legacy-planning/157Wed, 20 Jul 2022 13:31:00 GMTforumreply:157Hi James Jordan I will have to check but I believe you can pass it along to Jane Kratzhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/8/i-have-a-client-that-would-like-more-information-regarding-family-governance-planning/31Wed, 11 May 2022 17:23:00 GMTforumreply:31We have a few options for your client, can we jump on a call to discuss?https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR5/preparing-your-financial-and-personal-health-portfolios-for-longevityTue, 03 May 2022 19:19:00 GMTarticle:3afd3e4a-1140-4d9c-97f7-67c9fa4c4f5cMany of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to enjoy a long and happy retirement? This webinar recording kicks off with Magnolia Chief Investment Officer Kevin Barry and Head of Wealth Management Eddie Welch presenting our April 2021 market update, including a look at the capital markets, the U.S. economy, and the potential implications of legislative changes. Then, Financial Advisor Cathy Seeber moderates a discussion with author and physician Dr. Roger Landry on how to plan for healthy longevity. Dr. Landry shares his ten tips for healthy living to help improve the likelihood of enjoying your retirement years. Many of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to enjoy a long and happy retirement? This webinar recording kicks off with Magnolia Chief Investment Officer Kevin Barry and Head of Wealth Management Eddie Welch presenting our April 2021 market update, including a look at the capital markets, the U.S. economy, and the potential implications of legislative changes. Then, Financial Advisor Cathy Seeber moderates a discussion with author and physician Dr. Roger Landry on how to plan for healthy longevity. Dr. Landry shares his ten tips for healthy living to help improve the likelihood of enjoying your retirement years. Many of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to enjoy a long and happy retirement? This webinar recording kicks off withMagnolia Chief Investment Officer Kevin Barry and Head of Wealth Management Eddie Welch presenting our April 2021 market update, including a look at the capital markets, the U.S. economy, and the potential implications of legislative changes. Then, Financial Advisor Cathy Seeber moderates a discussion with author and physician Dr. Roger Landry on how to plan for healthy longevity. Dr. Landry shares his ten tips for healthy living to help improve the likelihood of enjoying your retirement years.financial healthfinancespersonalhealthhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR4/what-to-know-about-peps-and-a-recap-on-the-marketTue, 03 May 2022 19:18:00 GMTarticle:6ef17f50-3030-47ba-80c9-1dd91a8a0c05Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation.plansretirementhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR3/updated-plan-selectorTue, 03 May 2022 19:17:00 GMTarticle:e2327221-c979-4d94-929b-a22c7c9a0bbeLearn What is Most Important to You By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. Investment Goals As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs.sectorplanplan sectorhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR2/exploring-magnolia-s-2020-endowment-foundation-survey-resultsTue, 03 May 2022 19:15:00 GMTarticle:9243eb39-40ce-4897-bc7e-0f84f1cf3152In this webinar recording, James Smith, director of Magnolia endowment and foundation practice, and financial advisors Christina Doe and Scott Dunphy review notable survey findings. While 2020 was an unusual year for many endowments and foundations, there are critical lessons to be learned about continuing to operate and fundraise during a time of market volatility and personal crisis. Magnolia is pleased to share the findings from its third annual Endowment & Foundation Survey, highlighting the unique characteristics of nonprofits with long-term investment assets between $5 million and $250 million. The 2020 survey includes responses from more than 170 organizations and provides an exclusive snapshot of how these nonprofits continue to serve their missions even during the COVID-19 crisis. In this webinar recording, James Smith, director of Magnolia's endowment and foundation practice, and financial advisors Christina Doe and Scott Dunphy review notable survey findings, including: The common reason that caused 97 percent of respondents to not employ ESG, impact, or mission-aligned investing in their portfolios The governance best practice that operating nonprofits commonly overlook The single action that led organizations using tactical asset allocation to achieve higher investment returnsendowmentfinancial services