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Exploring Magnolia's 2020 Endowment & Foundation Survey Results

In this webinar recording, James Smith, director of Magnolia endowment and foundation practice, and financial advisors Christina Doe and Scott Dunphy review notable survey findings. While 2020 was an unusual year for many endowments and…
What to Know about PEPs, and a Recap on the Market

Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation…
Preparing Your Financial and Personal Health “Portfolios” for Longevity

Many of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to…
Updated Plan Selector

Learn What is Most Important to You By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs…