Category Archives: Financial Planning

Financial Impact of the Pandemic

In case you missed it, the following article is from the Summer 2020 issue of The Emerald. Written by Joseph Conway (Cal State Fullerton ‘78) who serves as President for Diversified Investment Services. To read the issue, visit here.  Market Volatility and Your Retirement Investing Strategy Fluctuations in your 401(k) or retirement savings account can […]

What the New CARES Act Means for your Charitable Giving

The following article was written by David Presson (Murray State ’77) who is Senior Vice President & Director of Investments at First Bank Wealth Management.  On March 27, Congress passed and the President signed into law the Coronavirus Aid, Relief and Economic Security or (CARES) Act to help combat the far-reaching impacts of COVID-19.  While […]

Charitable Giving: Donating Appreciated Securities for Charity

This story was printed in the Fall 2016 issue of The Emerald magazine.  If you do not receive printed issues of the magazine, but would like to, then please opt-in at sigmapi.org/updateinfo. Tax deductions are a major benefit of charitable giving. Before cashing out of a profitable investment, consider making efficient use of its full […]

The Sigma Pi Membership Experience

Imagine if Sigma Pi was known as THE fraternity to join if you want the best job in your field after college. What would happen if you showed up to classes in Sigma Pi letters and the professors automatically knew they could count on you to be one of the most engaging and intelligent students […]

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