Author Archive for: ‘tbruno’

Mtupili

The Miracle at Mtupili

Like many villages in Tanzania, the Masai people in Mtupili did not have access to running water. Making the dangerous 7 hour trek to the river and risking being eaten by crocodiles, the Masai people desperately needed a better source of water. The Foundation provided funds to support the drilling of a new well in Mtupili. Engineers calculated the location […]

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Investment Summary as of January 31, 2016

Stocks are off to a rocky start for 2016. The Dow Jones Industrial Average, S&P 500 Index, and the Nasdaq Composite all had their worst 5-day start of a year in history. The economic slowdown in China continues to weigh on the global markets. The price of oil fell below $30 a barrel for the first time since 2004. Fortunately […]

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Investment Summary as of December 31, 2015

2015 was a difficult year for investors. Weighing on the markets was speculation on if or when the Federal Reserve would raise rates (they finally did in December), significant declines in commodity/energy prices, a slowing Chinese economy, and a surging U.S. dollar that negatively impacts diversifying strategies to international stocks and bonds.   U.S. stocks in the S&P 500 Index finished […]

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Jackie

Jackie’s Story

Jackie Stafford suffered from over a decade of poor dental health and was unable to afford private dental care. Through some connections with Catholic Charities, Jackie found the dental clinic at Neighborhood Services Organization (NSO). She soon made an appointment and received much-needed treatment at a very affordable rate. (see nsookc.org) “Immediately when you walk in the door, they are […]

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Investment Summary as of November 30, 2015

The U.S. broad markets were relatively flat for November. U.S. stocks in the S&P 500 Index gained 0.3%. Bonds in the Barclays Capital U.S. Aggregate Index were down slightly at (0.3%). International developed market stocks in the MSCI EAFE Index were down 1.7%. The Diversified Fund and Endowment Investment Fund declined 0.3% for the month versus a benchmark loss of […]

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33953090 Ml

Legacy Planning – Donor Advised Funds

John and Jeri first visited beautiful Asheville, North Carolina 10 years ago. They were traveling back east and stopped for the night. They ended up staying for three nights and have been back every year since then. Last year John and Jeri sold the family business and made the decision to retire in Asheville. They are interested in continuing to […]

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Investment Summary as of October 31, 2015

After a difficult 3rd quarter, stocks rebounded sharply in October. U.S. stocks in the S&P 500 Index gained 8.4%. The Dow Industrials gained 8.5%, their largest monthly gain in four years. International developed market stocks in the MSCI EAFE Index were up 7.7%. Bonds in the Barclays Capital U.S. Aggregate Index were flat at 0.02%. The Diversified Fund and Endowment […]

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Investment Summary as of September 30, 2015

The 3rd quarter was a difficult one for equities. U.S. stocks in the S&P 500 Index declined 6.4%. The Dow Industrials declined 7.6%. International developed market stocks in the MSCI EAFE Index declined 10.8%. During these times, we must remind ourselves to not be overly influenced by short-term market swings. Our investment philosophy is based on a long-term view of […]

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Investment Summary as of August 31, 2015

Below our summary is a note from Wespath, our investment manager, addressing the recent stock market declines August was an extremely volatile month for the stock markets. U.S. stocks in the S&P 500 Index declined 6.0%. International developed market stocks in the MSCI EAFE Index declined 7.6%. During these times, we must remind ourselves to not be overly influenced by […]

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Investment Summary as of June 30, 2015

Stocks and bonds sold off in June resulting in a relatively flat quarter for stocks. Large company U.S. stocks in the S&P 500 Index declined 1.9% in June and gained 0.3% for the quarter. International developed market stocks in the MSCI EAFE Index declined 3.0% in June and 0.4% for the quarter. The Barclays Capital U.S. Bond Index was down […]

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