Listen to Podcast Click here to listen to podcast or use the above media player. In this inspiring session, John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves,...
Click here to listen to podcast or use the above media player.
In this inspiring session, John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has its own unique investment strategy, time horizon, and risk tolerance. AAF Wealth Management recommends a methodical, multi-objective approach to preserving, protecting and growing these unrestricted net assets.
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