Advisor Newsletter October 2015 Tag

Investors are willing to change advisors to learn more about their social security benefits. Don’t get left out in the cold, there are ways to build your expertise (including our November 9th Advisor Group meeting) to better serve your clients’ needs. To register for the Advisor...

Ty Cobb’s strategic approach to giving contradicts everything we know of him. His journey to assess the needs of a community, perform due diligence, and set specific and personal giving criteria preceded many other philanthropists in his time. Today, we recall Ty Cobb as a fierce...

Community Foundation Sonoma County’s Investment Advisory Committee developed a new investment strategy for the Long-Term Pool. The changes went into effect at the end of June 2015. The goal of the changes is to improve transparency and communication, eliminate the portfolio tracking error, and reduce investment...

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