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Join Us- 2021 And Innovation

Join Us- 2021 And Innovation

by | Jan 5, 2021 | Blog

Disruption: Capitalize on how a Global Pandemic is leading to Global Innovation Join us for a 30 minute discussion to go over what happened in 2020 and how it has altered the way we look at opportunity moving into the future Choose a date & time that works for you...
Why cash doesn’t work anymore!

Why cash doesn’t work anymore!

by | Dec 18, 2020 | Blog

For Property Managers, Real Estate Investors, Collateralized Loans, Non-Profits, Foundations, ESOP’s, Corporate Cash Reserves. Gone are the days of fair interest rates on cash reserves.  The Federal Reserve has signaled that interest rates will remain low in the...
The Bitcoin Craze!!

The Bitcoin Craze!!

by | Dec 11, 2020 | Blog

Bitcoin and other cryptocurrencies have been all the rage and have come back into the spotlight after a steep increase in value, edging close to $20k per coin for the first time since 2017.  The blockchain technology that it is based on is been said to be almost...
12-1 Trend Update

12-1 Trend Update

by | Dec 1, 2020 | Blog

Market Trend update from Jordan Kaufman, CFA, CFP: Over the last month, and especially over the last few weeks, we have seen increasing shifts in sentiment towards the “reopening trade”.  The market has seemed to favor sectors of the market that benefit from a “return...

November Update

by | Nov 17, 2020 | Blog

Post-Election Note to Clients, November 2020 I hope everyone is staying healthy as COVID-19 continues to grab headlines both home and abroad.  While this holiday season doesn’t seem to have the same family time and cheer as other years, there are some positive things...