43. A Seat at the Table: Building Stronger Families with Dwell
Plan. Grow. Prosper
Join Evergreen’s Michael Kolb and Dwell’s Jenn Lake as they discuss the transformative work of Dwell, a nonprofit dedicated to supporting foster, adoptive, and kinship families in Central Pennsylvania. Learn how community support can create lasting change, provide practical resources, and nurture families so every child can thrive in a safe and loving home. This inspiring conversation highlights the power of collaboration and how you can get involved in making a difference. https://givebutter.com/EvergreenForDwell
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Evergreen Institutional: Private Capital
Plan. Grow. Prosper
Today we talk about the benefits of private investments and institution portfolios and the difference of public and private investments. We also talk about the challenge of managing private investment cash flows and more! If you have questions or concerns, we'd love to hear from you! Email with your questions.
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Evergreen Institutional: Spending Policy
Plan. Grow. Prosper
On this episode we talk about Spending Policy! We are going to focus on balancing the needs of present and future through spending policies and more! If you have questions or concerns, we'd love to hear from you! Email with your questions.
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Evergreen Institutional: Philosophy & Process
Plan. Grow. Prosper
Let's discuss how you as a board member or a member of an endowment non profit organization, might want to structure your thinking surrounding investment management and board governance. If you have questions or concerns, we'd love to hear from you! Email with your questions.
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Evergreen Institutional Episode 2
Plan. Grow. Prosper
On This episode we're going to talk about board governance and the primary documents that are used in informing investment decisions and how you as a investment committee or board member should be thinking about your responsibility and your contribution and decision making process surrounding governance. If you have questions or concerns, we'd love to hear from you! Email with your questions.
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Introduction to Evergreen Institutional
Plan. Grow. Prosper
On this episode, We're going to cover several topics that relate to the best practices of institutional asset management with the goal of creating a process and program that lasts generations.
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37. Welcome: Todd Rishel!
Plan. Grow. Prosper
This is your chance to get to know Todd Rishell! A new advisor that joined us in 2023. Get to know and learn a little bit about Todd in this podcast. If you have questions or concerns, we'd love to hear from you! Email with your questions.
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36. 2024 Outlook: A Deep Dive Discussion
Plan. Grow. Prosper
Finally Normal 2024! Are we finally normal in 2024? Andy Harris and Derek Varner of Investment Research Partners sit down and have a discussion about 2024 and the implications around the new year! If you have questions or concerns, we'd love to hear from you! Email with your questions. Click the link below to read the whitepaper 2024 Outlook: Finally "Normal"
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35. Not-For-Profit Governance
Plan. Grow. Prosper
Have you ever wondered what it takes to start and establish a non-profit? Davie Jane Gilmour, President Emeritus at Pennsylvania College of Technology, discusses with Ed her new business venture, DJG Opportunities. DJG helps non-profits with governance, which includes strategy, leadership, and developing and defining a mission. Focusing on the fundamentals first is a crucial step to lead the way for success. If you have questions regarding not-for-profit governance, we'd love to hear from you! Email with your questions. https://www.egwealth.com
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34. The Impact of Philanthropy
Plan. Grow. Prosper
Did you know that philanthrophy can have just as much of an impact for the donor as it does the beneficiary? Listen as Andy Harris & Jason McCahan, Director of Philanthropy at First Community Foundation Partnership, discuss how giving affects our local and regional communities and how your giving objectives can fit into your financial plan.
info_outlineAn important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.
If you have questions about the allocation of your investments, we'd love to hear from you! Email kate@egwealth.com with your questions.