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Monthly Archives

March 2024

What a difference one year makes!

2023 was a good year for investors, and the fourth quarter was especially kind, with nearly all major asset classes having a positive year. In fact, 2023 appeared the opposite of 2022. The traditional 60/40 portfolio of stocks and bonds declined double digits in 2022; however, the same mix increased double digits in 2023. In […]

Feeling the Luck of the Irish as I bid Farewell

I love celebrating St. Patrick’s Day with its parades, shamrocks, leprechauns, and the chance to add green dye to my favorite beverage. This St. Patrick’s Day, I’m celebrating writing my last monthly Loop post! After seven remarkable years, I’m bidding farewell to the Community Foundation and Nonprofit Leadership Initiative (NPLI). The Luck of the Irish […]