Monthly Archives: December 2017

By Scott Berryman of Legacy Design Strategies

Whenever I counsel physicians and families about transferring and protecting their assets in an estate plan, we always talk about a few other items that tend to be appropriate in helping them manage taxes and risk. First, I ask them if they have long-term care insurance.  If they say yes, I know they have had a conversation with a financial professional.  If...

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Moklestad Matt Profile Photo

A few months ago, our Institutional team reviewed an investment portfolio for a nonprofit that contacted us for a second opinion.  We first reviewed its Investment Policy Statement (IPS) and then began the process of analyzing the portfolio. What is an Investment Policy Statement? An Investment Policy Statement is an organization’s road map for its investments.  For example, it includes a target asset allocation, what types of assets are permitted in the...

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