Insights

Greg Picone, CFA Greg Picone, CFA

How Are We Going To Lose Money?

Risk is something we think a lot about. A mild obsession, actually. The question that is the title to this essay should be a fast 2nd thought to the much more natural one “How are we going to make money?”

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Tim Ulibarri, CPA Tim Ulibarri, CPA

The Impact of the New Tax Laws for Individuals

As we round out the first half of 2018, many are shifting their attention (if they haven’t already) to the tax reform that went into place at the beginning of the year. What I’ve found fascinating is that through my conversations with various tax professionals, no one is exactly sure what to expect come next spring.

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Greg Picone, CFA Greg Picone, CFA

Detroit to Dallas...Where to Invest?

Real estate investments, in general, are impacted by national trends; responding to recessions, interest rate changes, and overall optimism/pessimism. However, performance is also highly local, dependent on the employment and supply picture of the immediate area and region.

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Greg Picone, CFA Greg Picone, CFA

In or Out, A Look at Asset Values

As of January 2018 there are increasingly vocal concerns about the levels of numerous markets, both domestic and international- stocks, bonds, real estate. There appears to be extended bull markets in everything and worry is rising.

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