In the last post, I said that the Annual Fund isn’t annual.  Indeed, that’s the crux of this whole blog – thinking about the annual fund...

Nor is it a Fund, but more on that later . . . annual adjective an·nu·al \ˈan-yə(-wə)l, -yü-əl\ Simple Definition of annual : happening...

About five years ago, as I was transitioning responsibilities to a new colleague, I was asked the fundamental question, “So, really, what...