Highland Consulting Associates, Inc.

Associates from Highland Consulting Associates, Inc. were pleased to volunteer their time at MedWish International last week, Wednesday, November 13. After a brief introduction/orientation, the group was put to work sorting and storing medical supplies to eventually be shipped to needed locations around the world. Since 1993 MedWish International has been rescuing usable medical surplus from landfills to provide healthcare institutions around the world with much-needed medical supplies. This not-for-profit organization has shipped to primarily in- and outpatient clinics and hospitals located throughout Asia, Africa, Eastern Europe, and Central and South America. An enjoyable activity for a worthy cause. Thanks to all who participated! #volunteer #MedWish #HighlandConsultingAssoc

Associates from Highland Consulting Associates, Inc. were pleased to volunteer their time at MedWish International last week, Wednesday, November 13. After a brief introduction/orientation, the group was put to work sorting and storing medical supplies to eventually be shipped to needed locations around the world. Since 1993 MedWish International has been rescuing usable medical surplus from landfills to provide healthcare institutions around the world with much-needed medical supplies. This not-for-profit organization has shipped to primarily in- and outpatient clinics and hospitals located throughout Asia, Africa, Eastern Europe, and Central and South America. An enjoyable activity for a worthy cause. Thanks to all who participated! #volunteer #MedWish #HighlandConsultingAssoc

In 1986, President Ronald Reagan proclaimed November 15 as National Philanthropy Day. Since then, in communities throughout the United States and worldwide, people have joined together to honor the spirit of giving in their own regions. Highland Consulting Associates, Inc. recognizes the significant impact endowments and foundations have on our communities and the world. Today reminds us of our role in driving positive change through strategic, philanthropic investments. As Investor Advocates? we serve as fiduciaries and work diligently to manage client funds with both integrity and purpose, amplifying positive impact on society. https://lnkd.in/eErZSke9 Thank you for your dedication to philanthropy and for the invaluable work you do. Let’s keep collaborating to create lasting impact and making a difference in our communities. #NationalPhilanthropyDay #HighlandConsultingAssoc

The IRS recently released the Cost-of-Living Adjustments (COLA) for 2025 related to 401(k) and Health Saving Accounts. This table provides these and other limits that are of interest to many plan sponsors and their participants. If you would like more information, please visit https://lnkd.in/g4MKUa75 or call Highland Consulting Associates, Inc. at 440-808-1500.

In recognition of employee ownership month, Highland is proud to be 100% employee owned through our ESOP. We believe this structure directly aligns us with our clients and their objectives. Our non-hierarchal structure cultivates a client-centered, team-oriented environment where Highland consultants, research analysts, client service associates and reporting team collaborate in all areas of client service and research. This team philosophy and culture results in an integrated organizational structure that allows for diversity of thought and perspective. In line with our ESOP culture and core values of CLIENT FIRST, TEAM, INTEGRITY and EXCELLENCE, Highland encourages career growth and development of all associates. We support their pursuit of professional excellence through programs such as those offered by the CFA Institute (including the CFA, CAIA and CIPM programs), the International Foundation of Employee Benefit Plans, Certified Financial Planner? Board of Standards, Inc. and other professional development organizations. Interested in learning more about Highland? Our Promise & Team: https://lnkd.in/euRca-Pc Careers: https://lnkd.in/drWH_Pkg #HighlandConsultingAssoc #ESOP

In recognition of employee ownership month, Highland is proud to be 100% employee owned through our ESOP. We believe this structure directly aligns us with our clients and their objectives. Our non-hierarchal structure cultivates a client-centered, team-oriented environment where Highland consultants, research analysts, client service associates and reporting team collaborate in all areas of client service and research. This team philosophy and culture results in an integrated organizational structure that allows for diversity of thought and perspective. In line with our ESOP culture and core values of CLIENT FIRST, TEAM, INTEGRITY and EXCELLENCE, Highland encourages career growth and development of all associates. We support their pursuit of professional excellence through programs such as those offered by the CFA Institute (including the CFA, CAIA and CIPM programs), the International Foundation of Employee Benefit Plans, Certified Financial Planner? Board of Standards, Inc. and other professional development organizations. Interested in learning more about Highland? Our Promise & Team: https://lnkd.in/euRca-Pc Careers: https://lnkd.in/drWH_Pkg #HighlandConsultingAssoc #ESOP

Happy National Estate Planning Awareness Week! Everyone has a plan. Our strongest encouragement is that you write the plan instead of using the plan your state has written for you. Take the time to actually document your desires and goals. As George Bernard Shaw said, "The single biggest problem in communication is the illusion that it has taken place.” We recently hosted an event where we discussed how you can clarify what you have documented with your family. We find this is a critical element often missed as you plan your estate. Communication can be the most important element in keeping your family goals on track; the lack thereof can be the most damaging element, so make sure what you say and write is unmistakably understood. Visit https://lnkd.in/gU3VAUzH to learn how Highland’s Family Wealth team can assist you in the very important matter of family communication and estate planning. #FamilyWealth #HighlandConsultingAssoc #communication #estateplanning

For over a decade, we lived in a world of near-zero interest rates, making it incredibly challenging for plan sponsors and corporate asset managers to create low-risk portfolios yielding 5%. But as market dynamics shift, the landscape is changing, bringing new opportunities—and new decisions—to the forefront. The elusive 5% - is it making a comeback? Find out in this Insights article. https://lnkd.in/gEYHfxAe #HighlandConsultingAssoc #corporateassets

Times are changing - should you? In recent years, cash has enjoyed a period of higher yields, thanks to recent central banks’ aggressive interest rate hikes aimed at curbing inflation. This has made cash and cash-equivalents—such as savings accounts, money market funds, and short-term government securities—more attractive than they have been in over a decade. However, with rate cuts upon us, it is crucial for investors to consider the broader implications of holding cash and to invest strategically. To learn more, read Highland Consulting Associates, Inc. latest Insights article, https://lnkd.in/e22bQzJW #cash #moneymarket #HighlandConsultingAssoc