by Jeff Spear | Oct 20, 2013 | Uncategorized
Some of the institutions I am visiting confront what I will call a challenging demand scenario. That is, what used to be a lock for, say, 400 new students is now in the low 300s. The reasons for this drop-off are many and vary with diverse institutional... by Jeff Spear | Oct 5, 2013 | Uncategorized
Stocks can have a lot of overhead So you are entrusted with investing an endowment and are looking at the various options thinking there has to be a better way. After all, the overhead in stock investing is quite significant. Think about how much boards... by Jeff Spear | Oct 2, 2013 | Uncategorized
“Invest in a broad array of stocks and bonds and hold them for the long term.” Those who held General Motors stock and/or bonds in 2006 might disagree. Same goes for WorldComm, Enron, Kodak, AT&T, Adelphia Cable, RIM/Blackberry, JCPenney and a... by Jeff Spear | Oct 1, 2013 | Uncategorized
If I used the title “retirement account” my following might go up about ten-fold. All of us are a little nervous as markets reach historic highs and the future seems anything but rosy. I write this as the government is shutting down its non-essential...