Archive for November 2019
Opportunity Zones (part 1)
Opportunity Zones were created through the Tax Cuts and Jobs Act of 2017. Opportunity Zones are low-income census tracts nominated by U.S. State Governors and certified by the U.S. Department…
Read MoreInspiring Women Recap
We had a great time at the Inspiring Women event this fall! We really appreciate spending time with women (and men) who value learning and are taking control of their…
Read MoreCreating a Strong Portfolio and Honoring Veterans
There are four basic investing terms that deal with the tactics of investing; active, passive, strategic, and tactical. Let’s start with passive. In passive investing, the goal is to match…
Read MoreBehind the Mask of an Industry Giant
With Halloween, you have probably just said your fair share of masks and costumes. Some cute, some fun, some a little on the creepy side and some downright scary. We…
Read More