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Yale's $40.9 billion endowment (as of Aug. 31, 2018) Source: Yale.edu
Nov 30
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Social Security Announces Biggest COLA in Decades

By Inflation Watch, Social Security

EXECUTIVE SUMMARY

The Social Security Administration has announced a 5.9% cost-of-living adjustment for 2022 – the largest increase since 1983.

This cost-of-living adjustment, or COLA, is an increase in Social Security benefits helps offset rising prices that could erode purchasing power caused by inflation.

COLA’s are not guaranteed each year, but are announced each October and reflect an annual increase based on the CPI.

The CPI is compared with the same quarter of the previous year. For example, the CPI for Q3 2021 is compared with Q3 2020.

Benefits begin in January 2022.

Click here for the latest on Social Security Administration’s largest COLA increase in decades.

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Wealth Advisor
Endowment Wealth Management, Inc.

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Endowment Index Closes Lower for Week Ended 11/19/2021

By Endowment Index
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Endowment Index Declines 0.05% for Week Ended 11/12/2021

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Endowment Index Gains 1.22% for Week Ended 11/5/2021

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Nov 01
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Endowment Index Closes Higher for Week Ended 10/29/21

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Endowment Index Posts Gain for Week Ended 10/22/2021

By Endowment Index
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Endowment Index Gains 1.93% for Week Ended 10/15/2021

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The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,716.06 Friday, increasing 1.93% from the previous Friday’s close of 1,683.64. 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 700 educational institutions managing over $637 billion in total assets as of 6/30/2020. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 47,000 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.  
Sep 29
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Press Release: New Private Fund Management Firm

By Press Release

New Private Fund Management Firm Seeks to Offer Unique Private Equity and Venture Capital Investment Opportunities to High-Net-Worth Investors

PR Newswire APPLETON, Wis., September 28, 2021–Global Alternative Investment Management LLC (“Global Alts”) has announced that it has launched its private fund management business. The Firm seeks to expand fund management services developed under its affiliate, Endowment Wealth Management, Inc. to a broader geographic client base serving high net worth individuals and families, institutional, and non-profit investors.

The current investment team has worked together since 2007 and has raised over $39 million through eight funds and has allocated over $50 million to a multitude of alternative assets. The team is currently raising capital ($7.85 million raised to-date) for its latest Fund, Unicorn Tech Fund II.

Global Alts is being spun out from Endowment Wealth Management, Inc. which has previously launched eight funds. The funds included thematic and opportunistic investments including late-stage technology- focused venture capital (including Unicorn Fund I), financial technology (Fintech), CBD/medical cannabis, medical imaging, and three co-investment funds targeting diversified multichannel retail, defense electronics, and telecom infrastructure respectively.

Robert Riedl, CPA, CFP®, AWMA®, President stated “Our private fund management business was an extension of our alternative investment offering within the context of our 3-D Endowment Investment Philosophy®. However, the majority of the HNW investors in our private funds are attracted to the unique investment opportunities and have less of a need for financial planning and core wealth management service offerings. Thus, it’s a natural evolution of our business to create a stand-alone entity and focus on marketing these unique investment opportunities to a broader HNW client base that are looking for the higher return opportunities that private funds may present. In addition, we also construct customized dedicated funds tailored to HNW families or entities willing to commit $10 million or more.”

The Firm’s fund research is headed by Prateek Mehrotra, MBA, CFA, CAIA, Chief Investment Officer. Prateek brings a unique global perspective to the Company. Born in India and armed with a degree in engineering, Prateek has earned an MBA, is a CFA charter holder, and is the first Chartered Alternative Investment Analyst in the State of Wisconsin. Prateek has spent his career cultivating relationships with private fund managers, hedge fund managers, and venture capitalists and utilizes this extensive list of contacts to source unique private and public investment opportunities. Under EWM, Prateek has spearheaded the launch of 9 funds. Mr. Mehrotra commented “At first, it was difficult to get people to commit. We launched our first fund in 2016. All our funds have been opportunistic or thematic in nature. We are looking forward to building upon our experience and tell our story to a broader audience. We truly enjoy sifting through the tremendous number of investment opportunities out there and bring to our investors the unique companies we can locate and add to our funds. We think we have a unique offering and skill set that investors are not able to source on their own or through their traditional investment professional.”

For more information visit www.GlobalAlts.com

Contact:

Robert Riedl, CPA, CFP®, AWMA®

Managing Member

Global Alternatives Investment Management LLC

Rob@GlobalAlts.com

920.785.6010

Global Alts relies upon the investment adviser registration of Endowment Wealth Management, Inc. based on certain no-action letters issued to the American Bar Association in the past. The activities of Global Alts’ investment advisory activities are subject to the Investment Advisers Act of 1940 and the rules thereunder and is subject to examination by the Securities and Exchange Commission.

Press Release 2021.09.28_Global Alts Launch (Print Version)

Sep 27
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Endowment Index Declines 0.18% for Week Ended 9/24/21

By Endowment Index
The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,699.57 Friday, declining 0.19% from the previous Friday’s close of 1,702.75. 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 700 educational institutions managing over $637 billion in total assets as of 6/30/2020. Each of the 22 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 47,000 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.