Investing

Other People’s Money

How can you instill financial confidence for you and your community? The term financial confidence means different things to different people. To the small business owner, it may be just enough cash to cover the weekly payroll, taxes, or insurance.
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Below the Surface - Many associations have reserved funds for common area assets

Below the Surface

In Boston, Harbor Towers condominium owners were hit last year with the $75 million special assessment to replace the electrical, heating, air conditioning and ventilation systems in the two aging 4-story buildings.  
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A Three-Step Investing Plan

A Three-Step Investing Plan

We believe that the sooner you get serious about investing, the longer lasting your financial success is likely to be. But as countless community associations, board members and individuals have discovered, the hardest part about investment planning is getting started.
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