Being involved with a non-profit organization likely means you're driven by a strong sense of passion and purpose. However, have you ever paused and considered that overseeing your non-profit's financial assets is equally vital to your success as the mission you advocate for? Read more…
What Does it Mean for an Investment Advisory Firm to be CEFEX Certified?
Ever wonder what goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in their industry. The standards include specific criteria which have been substantiated by regulation or Read more…
What’s Your Cause? How to Tie Board Decisions to Your Mission
Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s? Read more…
