By Justin Morgan With Memorial Day now behind us and the unofficial start of summer underway, it’s a natural time to pause, recharge, and … … take stock of where your financial plan stands halfway through the year. OK, not exactly fodder for an opening line from...
Justin Morgan
Fiduciary Excellence 101: Best Practices for Committee Success: Part 2
[This is the second post in a multi-part blog series that will cover best practices for committees that have fiduciary responsibility. The series will focus on the foundation of good governance from both an “art” and “science” perspective.] An important part of an...
Fiduciary Excellence 101: Best Practices for Committee Success
[This is the first post in a multi-part blog series that will cover best practices for committees that have fiduciary responsibility. The series will focus on the foundation of good governance from both an “art” and “science” perspective.] Good governance is...



