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 of the Treasury, to encourage investors to reinvest their capital gains into these areas, in exchange for certain Federal (and possibly State) capital gains tax…

Read More

Inspiring 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 future! Too many in our world just let life happen to them​. We always walk away from nights like that refreshed! The foundation of our events was…

Read More

Creating 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 the benchmark’s performance. For example, there are multiple S&P 500 index funds. These funds are investing to mirror the S&P 500 index; this is as…

Read More

Behind the Mask of an Industry Giant

With Halloween, you have probably just say your fair share of masks and costumes. Some cute, some fun, some a little on the creepy side and some downright scary. We like to stay away from the scary, but we enjoy the cute and fun. In our family, we had Elvis and Pricilla (along with baby…

Read More