All Posts By

Sam Moore

Endowment Index Declines for Week Ending 5/15/2020

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,168.30 Friday, decreasing 2.19% from the previous Friday’s close of 1,194.41. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index Gains 2.78% for Week Ending 5/8/2020

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,194.41 Friday, increasing 2.78% from the previous Friday’s close of 1,162.08. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index Increases for Week Ending 5/1/2020

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,162.08 Friday, increasing 0.35% from the previous Friday’s close of 1,158.01. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index Declines 0.58% for Week Ending 4/24/2020

By Endowment Index

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,158.01 Friday, declining 0.58% from the previous Friday’s close of 1,164.73.

The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 770 educational institutions managing over $630 billion in total assets as of 6/30/2019. Each of the 24 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 44,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.

Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index® Increases for Week Ending 4/17/2020

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,164.73 Friday, gaining 0.48% from the previous Thursday’s close of 1,159.21. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $615 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 34,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index® Gains 8.63% for Week Ending 4/10/2020

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,159.21 Thursday, gaining 8.63% from the previous Friday’s close of 1,065.81. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $615 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 34,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index® Declines for Week Ending 4/3/2020

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,065.81 Friday, declining 2.67% from the previous Friday’s close of 1,094.39. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $615 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 34,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Preserving Your Mental Health

By Family Office

The challenges we all face today are unique and significant. The Coronavirus has unleashed uncertainty, economic pain and shelter-in-place for much of the population. Any one of those alone can impact our mental health; the combination of all three can wreak havoc on us.

It is completely normal to experience feelings of loneliness, fear and anxiety during these unprecedented times. We may not be able to control the initial feelings, but we can control our internal dialogue. What we tell ourselves and what actions we take each day can either alleviate or intensify the negative feelings.

We can all protect our mental health by focusing on things that we can control. There is no sense worrying incessantly about those things we cannot control. We accept our situation as fact and figure out what we can do to make the most of the situation. Finding joy isn’t so much about our circumstance as it is in the actions we take.

Choosing to act, rather than be acted upon, supports a healthy mindset. I have included a list of actions that may be helpful:

  • Turn off/take a break from the news and social media
  • Continue your daily habits/routines to the extent you are able
  • Adjust to new shopping options and try a home delivery service
  • Exercise, walk, stretch – get the blood flowing
  • Perform an act of service for someone else, checkup on a friend
  • Think purposely about today; accomplish something each day
  • Appreciate the simple things in life, count your blessings

I included several actions that have to do with our individual self-care. Yet, one of the most powerful ways we can feel good is to forget ourselves and do something nice for someone else. Whether that is mailing a card, dropping off some cookies or just talking with someone and lifting their spirits. For some reason whenever we serve another person, we are usually the ones that benefit the most.

Rest assured, the Endowment Wealth Management professional team is diligently working from their homes and our office, to manage your portfolio and we remain focused on achieving your personal long-term goals! So please stay healthy – both physically and mentally!

Robert L. Riedl, CPA, CFP®, AWMA®

CEO & Director of Wealth Management

 

Endowment Index® Gains 9.28% for Week Ending March 27, 2020

By Endowment Index

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,094.39 Friday, increasing 9.28% from the previous Friday’s close of 1,001.45.

The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $615 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 34,000 underlying securities. You can obtain real-time pricing data on the Endowment Index® under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index® is F00000TPG6.

Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.