Category: Governance

On Watch – September 2015

In this issue:
“Ten Due Diligence Questions for Private Equity Investors” by Dennis Montz, CFA, CAIA
“Choosing Your Retirement State” by Anne-Lise Wiegand, CPA, and David Zahn, CPA, CFP®
“Nurturing Family Togetherness” by Katherine J. Slater, JD

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POSTED IN: Governance, Investments, On Watch, Planning

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On Watch – March 2015

In this issue:
“Foundation or Donor Advised Fund” by Angela Caraway, JD, CTFA, and Ross W. Nager, CPA
“Protecting Yourself Online” by Andrew B. Smith, JD
“Teaching My Children About Money” by Lissa Gangjee, JD, CFP®

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POSTED IN: Administration, Governance, On Watch, Philanthropy

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On Watch – September 2014

In this issue:
“Best Habits of Private Investors” by D. Fort Flowers, Jr., CFA
“Estate Planning for Digital Assets” by Andrew B. Smith, JD
“Bringing Your Children into Your Business” by Ross W. Nager, CPA

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POSTED IN: Estate Planning, Governance, Investments, On Watch

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On Watch – December 2013

In this issue:
“Ladies and Gentlemen…Bets Please” by Bruce L. Swanson, PhD
“Functional Investment Committees” by D. Fort Flowers, Jr., CFA

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POSTED IN: Governance, Investments, On Watch

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On Watch – August 2013

In this issue:
“Family Retreat Governance” by Ross W. Nager, CPA
“PE: 101—A Primer on Private Equity” by Dennis A. Montz, CFA, CAIA
“Considering Life After the Sale” by Lissa Gangjee, JD, CFP®

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POSTED IN: Governance, Investments, On Watch, Planning

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On Watch – May 2013

In this issue:
“Should You Lend to Friends and Relatives?” by Ross W. Nager, CPA
“Making a Senior’s Home Safe” by Lissa Gangjee, JD, CFP®
“How Fear Can Increase Investment Risk” by D. Fort Flowers, Jr., CFA

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POSTED IN: Administration, Governance, Investments, On Watch

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On Watch – May 2010

In this issue:
“Our Investment Outlook” by D. Fort Flowers, Jr.
“It’s Summer — Time for Heir Conditioning” by Ross W. Nager, CPA
“Properly Operating an FLP” by Ross W. Nager, CPA
“Our Clients Speak” by Ross W. Nager, CPA

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POSTED IN: Administration, Governance, Investments, On Watch, Planning

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