The senior living industry currently has very favorable supply and demand dynamics. Occupancy is trending higher and financing avenues are opening.
1982 all over again?
By
William C. Fisher
Oct 01, 2012
Now might be the time to be bullish while others are not. Morningstar, a leading provider of independent investment research, hosts an annual conference for investment professionals each summer.
Invest aggressively
By
William C. Fisher
Aug 01, 2012
Last month, I wrote about three potential conflicts that might arise when ministries, nonprofits and companies work with investments. One of my goals is to help CFOs, boards and finance committees become...
Thoughts on the Fed
By
William C. Fisher
Jul 05, 2012
When will the Fed raise interest rates? Probably not until we are out of the debt morass.
Smart Money: Diversify with caution
By
William C. Fisher
Jun 05, 2012
Harvard’s endowment has been famous for investing to generate enormous gains. From 1990 to 2005, the investment returns averaged 15% per year, growing the assets from almost $5 billion to almost...
You must see the future
By
William C. Fisher
May 01, 2012
Nonprofit community “Type A” contracts require the organization to offer extensive life care services. This may include a refundable portion of the entrance fee to the resident’s estate...
Smart Money: Update on insurance
By
William C. Fisher
Apr 02, 2012
Natural disasters earmarked 2011 as the second worst year in history for insured property losses and the worst year for economic loss.
Smart Money: Understanding rates
By
William C. Fisher
Mar 01, 2012
All CFOs are taught that past performance is not an indication of future performance. Performance data is only part of how investment consultants evaluate money managers — and they use it with caution.
Smart Money: Seeing through rates
By
William C. Fisher
Feb 01, 2012
Rates of return are often used as a benchmark for investment performance. As Joan Dixon, CFO of Morningside Ministries in San Antonio, TX, says, “performance reporting can at times be very confusing....
Smart Money: Value propositions
By
William C. Fisher
Jan 03, 2012
William C. Fisher, President Investment Advisory Group LLC