Quarantining the Goose: Protecting Stock Dividends in an Era of Economic Uncertainty

One of the four key principals of our investment strategy at FourThought Institutions is summarized in the statement, “Don’t eat the goose!”  This is an obvious reference to Aesop’s “The Goose that Laid the Golden Egg.” This 1500-year-old fable is so ingrained in our...

Your Responsibilities as a Fiduciary

At the University of Colorado in Boulder, foundation board members and staff are currently dealing with an unusual lawsuit which alleges mismanagement of its $2.4 billion portfolio1 for lagging the S&P 500. A wealthy donor, Clarence Herbst, sued in July 2020 after...
Asian business woman

Four Things You Should Do Now as a Retirement Plan Sponsor

What Can You Do to Help Your Employees When They Need it Most? The economic crisis and recession resulting from the global coronavirus pandemic is hitting everyone. Even if the contraction turns out to be short-lived, few will emerge completely unscathed. If your...
Foreign currency

Active Versus Passive Management for International Funds? Yes.

The debate between active and passive fund management in institutional investing has been raging for years. Institutional as well as retail investors tend to believe passionately in one versus the other, but what evidence is there to support either approach? Passive...

Best Practices

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