Objectives for the NCF 2015 Pooled Income Fund

The NCF 1015 Pooled Income Fund – IOUI has been created to provide long-term growth of principal with an emphasis on distribution of income to income benificiaries. Assets of the PIF will be invested in a manner looking to the relative interests of the income beneficiary and the charitable remainderman.

“Total return” provisions (“TRPIF”) are designed to provide distributable net income, with a secondary investment objective of reasonable…

Rebalancing: The diversification defense

From: vanguard.com

How rebalancing can help your portfolio weather volatility

Watching your portfolio’s returns go up and down can be an emotionally trying experience. Rebalancing to a predetermined, diversified asset mix makes it so you don’t have to worry about market instability as much. When you maintain the appropriate asset allocation, it can serve as a buffer against extreme swings in the market. As a result, you…

3 Charts That Show Why Investors Should Stay the Course Throughout Market Turmoil

From: www.morningstar.com

What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.

When investors experience market turmoil like that of the past couple of weeks, it can be hard to keep focused on the long-term potential of investing in stocks, even in spite of evidence that staying the course is…

Missing The Best Days

From: Brookstone Capital Management

Beginning in late February, the market began to exhibit wide daily swings. This happens in markets from time to time and is something that we anticipate when we construct portfolios. These wide swings lead to some short-term price dislocations, but as things calm down (and they will), an investor is likely to find that sticking to a diversified, risk-appropriate portfolio was the right decision.

Market history demonstrates…

A Case Study of Gurtin’s Municipal Tax Loss Harvesting Process

From: Gurtin

Goal: To Decrease or Permanently Eliminate Tax Liabilities

Tax loss harvesting with municipal bonds can help decrease or permanently eliminate tax liabilities investors have realized from capital gains in other portions of their overall investment portfolio. Using a systematic tax loss harvesting process, investors are able to sell securities that have depreciated in value and thereby realize losses that can be used to…