• Steven Roy

Our "Sustainable Philanthropy Newsletter" September 02, 2021

Updated: Sep 17, 2021

Our Sustainable Philanthropy letter addresses current topics that affect Exempt (Not-For-Profit) Organizations, Exempt Benefit Plans (Retirement and Health Care Planning) and those who want to make a lasting contribution to charitable causes (Philanthropists and Donors).

This edition includes the first results our Electric and Autonomous Vehicle Initiatives - Exploring the effect of portfolio weigh on yield and volatility, and provides a complete mathematical definition for each of the ten portfolios we examine.

Our Public Policy Analysis examines The Case For and Against Mega-IRAs, Using Peter Thiel's reported Five-Billion Dollar ROTH IRA as a paradigm case.

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