insights

Legacy Arts: Intentional impact investing

Legacy Arts: Intentional impact investing

We were delighted to share with Legacy Arts Magazine how impact investing can support wealth managers, financial planners, and advisors to offer their clients new strategies to craft a legacy with meaning.

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What’s happening with Opportunity Zones?

What’s happening with Opportunity Zones?

An interesting piece of legislation included in 2017's Tax Cuts and Jobs Act is the Opportunity Zones program. We've been digging in with colleagues across the country on how this can drive investment into neighborhoods that need it. So what's the scoop? The...

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Debt vs. Equity Financing

Debt vs. Equity Financing

When looking for capital for your business, consider the ins and outs of debt versus equity financing before deciding which way to go.

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