Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

By Clint Edgington
Posted 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 […]

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Opportunity Zone Fund Update

By Clint Edgington
Posted 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 […]

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2018: Economy Hums While the Market Drops

By Clint Edgington
Posted 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 […]

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The Tech Sector Could Be Dominating Your Portfolio

By Clint Edgington
Posted 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 […]

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Opportunity Zones

By Clint Edgington
Posted 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, […]

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Do You Have an Exit Plan in Place for Your Business?

By Clint Edgington
Posted 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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Darkness in the Valley of Value

By Clint Edgington
Posted on June 4th, 2018

Recently, I had the pleasure of hearing Kenneth French discuss creating the framework for evaluating factors.  A factor is simply a characteristic that explains some […]

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Tax Reform

By Clint Edgington
Posted on September 29th, 2017

The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure […]

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The Impact of Brexit

By Clint Edgington
Posted on June 28th, 2016

For my fellow central Ohioans, below is a “Clint’s notes” summary of a number of articles and analyses that may impact our clients and portfolios.  […]

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Cash Balance Plans

By Clint Edgington
Posted on November 2nd, 2015

Cash Balance Plans- Squeeze 20 years of retirement savings into 10! If you’re like many Doctors, Engineers, Lawyers, or “ologists” (i.e. Radiologists, Cardiologists, etc.) that […]

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