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April Fools! S&P continues bounceback for a 17% gain
By Clint EdgingtonPosted on May 1st, 2020
March was the longest year, but April seemed like a quick week. The S&P’s 17% gain for April made it the best April in several […]
Learn MorePandemic + Massive Stimulus = Big Impact
By Clint EdgingtonPosted on April 2nd, 2020
Our Perspective for Individual Investors and Businesses Executive Summary: Stimulus at a breathtaking, alarming scale The suddenness in the mandated halt in the economy due […]
Learn MoreCovid-19’s Impact on Main Street and Wall Street
By Clint EdgingtonPosted on April 2nd, 2020
Impact on the Market Covid-19’s impact on the financial markets and the real economy has been severe and historically fast. In our March newsletter, we […]
Learn MoreMarket Reaction to Coronavirus
By Clint EdgingtonPosted on March 2nd, 2020
Fears of contagion of the Coronavirus triggered the market to experience it’s fastest 10% drop from an all time high last week and prompted the […]
Learn MoreOpportunity Zone Update: New IRS Language Clarifies Lingering Issues
By Clint EdgingtonPosted on May 2nd, 2019
The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]
Learn MoreOpportunity Zone Fund Update
By Clint EdgingtonPosted on March 5th, 2019
The landscape for Qualified Opportunity Zone funds continues to develop and show promise. While favorable taxation should never trump underlying investment merits, this strikes us […]
Learn More2018: Economy Hums While the Market Drops
By Clint EdgingtonPosted on January 8th, 2019
2018 is a perfect lesson in the market discounting future economic information. If I were to tell you the economy would run churn as the […]
Learn MoreThe Tech Sector Could Be Dominating Your Portfolio
By Clint EdgingtonPosted on November 5th, 2018
While the Tech Sector isn’t “dominating” any of our clients portfolio, the below article does a good job of highlighting how “The Market” is referred […]
Learn MoreOpportunity Zones
By Clint EdgingtonPosted on October 5th, 2018
One reason I love my job is that I get to carve out a slice for “Nerd Out” time. This is time spent reading research, […]
Learn MoreDo You Have an Exit Plan in Place for Your Business?
By Clint EdgingtonPosted on July 2nd, 2018
Exit planning is something that all business owners will have to face at some point. Like being the executor of an estate, it is usually […]
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