Tag Archives: investment

Qualified Opportunity Funds Enable Investment in Opportunity Zones, But Questions Remain

One of the little-known provisions of the Tax Cuts and Jobs Act signed into law on Dec. 22, 2017 is the introduction of Opportunity Zones. These zones are census tracts in economically distressed communities where new investments may be eligible for preferential tax treatment.

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Going Public: An IPO’s Market Debut May Not Live Up to the Hype

Initial public offerings tend to reflect broader economic and market trends. And not surprisingly, 2017 was the busiest year for the global IPO market since 2007.

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What’s the ‘Deal’ With Private Equity?

After decades of fundraising by private equity managers in the institutional investment world, pensions and endowments are tapped out. As a result, we are getting more inbound calls and emails from private equity and debt managers looking to raise money. We should probably take a step back and wonder why.

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New for 2018 – An Uptick in SEO Investment

Whether you manage SEO in-house or work with a reputable marketing agency, you’ll need to continuously monitor search algorithms—if you don’t, you may find your business experiencing a sharp decrease in web traffic.

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How Much Risk Can You Take?

Your portfolio’s risk profile should reflect your ability to endure periods of market volatility, both financially and emotionally. Here are some questions that may help you evaluate your personal relationship with risk.

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Don’t Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding.

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Understanding the Advantages of Donor-Advised Funds

If you’re charitably minded and seek to make a difference with your money while gaining tax-related benefits in the process, it’s time to consider donor-advised funds (DAFs).

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What Can I Learn from Looking Back on My Financial Situation in 2017?

If your financial plan for 2017 didn’t work out the way you wanted it to, don’t beat yourself up. Instead, ask yourself the following questions…

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Managing Debt While Saving for Retirement

It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.

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Kickstart Your College Fund with a 529 Plan

If you’re looking to save money for college, one option to consider is a 529 college savings plan.

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