Articles From Our Strategic Playbook

A Strategy to Provide Relief for Homeowners In Financial Distress Due to COVID-19

2020-04-09T17:03:35+00:00

There are, or will be soon, a lot of Board members asking about delinquent assessments and how to best navigate delinquent accounts during a pandemic [...]

A Strategy to Provide Relief for Homeowners In Financial Distress Due to COVID-192020-04-09T17:03:35+00:00

Myth to Reality: A Strategy to Achieve 1-Hour Association Board Meetings

2020-03-04T16:12:45+00:00

For members of the board, an HOA board meeting can be exhausting.  Not only do you have to prepare what you’ll be presenting to the [...]

Myth to Reality: A Strategy to Achieve 1-Hour Association Board Meetings2020-03-04T16:12:45+00:00

Reserve Fund Investment Strategy: Writing Your Investment Policy (Part 3 of 3)

2020-01-14T19:56:06+00:00

You won’t be on the board forever. Craft an investment policy that will dictate how your community association saves for future generations of the Board. [...]

Reserve Fund Investment Strategy: Writing Your Investment Policy (Part 3 of 3)2020-01-14T19:56:06+00:00

Reserve Fund Investment Strategy: Building Your Portfolio (Part 2 of 3)

2020-01-14T19:55:33+00:00

Money Market, Bonds and CD Ladders, Oh My! Understanding Investment Options for your Utah Community Association’s Reserves What Should You Include in Your Investment Portfolio? [...]

Reserve Fund Investment Strategy: Building Your Portfolio (Part 2 of 3)2020-01-14T19:55:33+00:00

It’s Time to Review Your Reserve Fund Investment Strategy (Part 1 of 3)

2020-01-14T19:56:48+00:00

Know the law and set goals for prudently investing your community association’s reserve funds to safeguard the future of your Utah Condo or HOA Reserve [...]

It’s Time to Review Your Reserve Fund Investment Strategy (Part 1 of 3)2020-01-14T19:56:48+00:00
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