Managing Assets

Learn how marine newbuilds are financed from keel laying to delivery, including construction loans, syndications, milestones, and risk management.

Tribal healthcare systems generate third-party revenue through insurance billing, patient services, and clinical operations. The Indian Healthcare Improvement Act (IHIA) and the Indian Self Determination and Education Assistance Act establishes critical legal frameworks that allow Tribes and Tribal Healthcare entities to strategically invest these revenues in ways that strengthen not only healthcare delivery but also broader tribal governance and community development. Unlike restricted grant funding or appropriated federal compact/contract dollars, investment gains derived from third-party revenue remain unrestricted; providing tribal governments with unprecedented flexibility to address pressing community needs while building financial sustainability.

"Nonprofits are the backbone of our communities, providing essential support and services. But in turbulent economic times, their resilience is put to the test. This paper offers a roadmap for navigating challenges and seizing opportunities in turbulent times."

Private foundations help individuals, families and organizations formalize their philanthropic goals and extend their impact. Unlike public charities, private foundations are funded and controlled by a single donor, family or corporation. This setup provides direct control over investment strategy, grantmaking, and mission, along with meaningful tax advantages. The process also requires meeting defined legal, regulatory and operational responsibilities.

As part of its mission-driven focus to Native America, KeyBank Native American Financial Services strives to remain on the forefront when it comes to the ever-evolving topic of Section 105(l) leases.

Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.

The updated SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) provides great motivation to think about IRAs and charitable contributions. Part of the new development is the expansion of the  type of charity that is eligible for a qualified charitable deduction (QCD). 

The 401(k) plan has become the dominant source of retirement savings for most Americans. That said, a 401(k) plan was not originally designed to be the primary retirement tool.

Unlike for-profit entities, foundations manage their investment portfolios with a distinct mission in mind – generating returns that support their charitable endeavors.

For the affluent or even many average donors, one of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways. Families and individuals donate for a whole host of reasons, and taking advantage of tax breaks is low on the list of motivations. Still, tax benefits are an important secondary consideration when giving, one that requires a closer look.

For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable missions. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.

Employers that offer a 401(k) retirement plan to their  employees take on significant fiduciary risk and responsibilities as well as administrative duties. These  fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single-employer 401(k) plan