2019 Q3 Investment Report

Curious how the markets did last quarter? Our chief investment officer discusses interest rate cuts, the S&P 500, and the inversion of the yield curve.

6 Money Lessons To Put You In The End Zone

Football season is here, and who doesn’t love a good football-finance comparison? Our partner, Jason Farris, loves football, so naturally, he wrote an article about 6 money lessons to learn from football.

What Is The Deal With Qualified Opportunity Zones?

Opportunity Zone investments were created Tax Cuts and Jobs Act of 2017; however, very little has been discussed about them until this year, mainly due to the time necessary for local, state, and federal government agencies to identify the Qualified Opportunity Zones.