
Potential Tax Benefits for Supporting Communities: The Investor’s Introduction to Qualified Opportunity Funds and OZs (Part 1)
Much has been said and written about Opportunity Zones (OZs), the new federal tax program carved out by the 2017 Tax Cuts and Jobs Act. Amidst the buzz is a lively debate about whether these investments create good policy. But whatever the policy pundits say, OZs...

The Upside of a Down Market
As we approach year end and cap off the dramatic investing environment that followed all throughout 2018, let us review a bit. In the last sixty to ninety days, we saw decreasing oil prices due to a variety of factors, many geopolitical, such as several fed rate hikes...

The Business of Fun
Family entertainment centers like Dave & Busters and Topgolf offer entertainment for every demographic, with games, craft drinks, and chef-inspired food. These offer fun, active things to do for adult groups and families with children alike. In the commercial real estate sector, they help turn large spaces into anchors for adjacent retail areas and help improve overall foot traffic and spending per visit.

U.S. Markets Ripe for a Correction? IMF Issues a Warning
There are many signs pointing to disruption in the U.S. market. The International Monetary Fund (IMF) issued a strong message of an impending correction in a report, which was pointed out by global economist Steen Jakobsen on CNBC. Then, Guggenheim chief investment officer, Scott Minerd, said the same thing because of a combination of the Fed’s actions and because corporate America is over-leveraged.
Investors Urge GE to find that Reset Button
GE is in the middle of one of its roughest years in a decade. Once a member of the founding elite of the Dow Jones, the stock has dropped 35% since this time last year, to a market cap hovering around $100 billion. This week alone, GE stock experienced a one-day 4% drop towards a low it hasn’t seen since 2009, during the recession.

Is Marijuana the Next Bitcoin?
The trading frenzy around Tilray’s legal marijuana is being compared to the bubble from earlier in 2018 for bitcoin and the dot.com craze of the late 90’s. It’s early days in this industry, and analysts say it’s not a bubble—yet.
Interesting Idea to Solve California’s Renewable Energy Problem?
We’re inspired by this video posted by Quartz. The Los Angeles Department of Water and Power proposes to turn the Hoover Dam into a giant battery to store energy from solar and wind farms in California. We don’t know if it is feasible or if will it past all the hurdles ahead, but the idea is inspiring to us.

Exxon: Talk Among Yourselves
Analysts in the oil and gas sector are in two camps of opinion on Exxon these days, debating out loud – and often – whether the oil icon’s long-term strategy will or will not continue to be the long-term easy bet it always has been. Think about that for a second,...

China May Ramp Up Iranian Oil Imports Despite Sanctions
China, already Iran’s biggest buyer of crude oil, may increase imports from Iran in defiance of U.S. sanctions. The strict sanctions the U.S. threatened to impose against Iran in May drove crude oil prices up almost immediately. Assurances that surplus production...

America Called to Tell You You’re Poor, Then Called Back to Tell You You’re Rich.
What is considered "wealthy" in America? Depends on who you ask ... and where you live ... and what you like to do ... and other things. According to a recent study from Charles Schwab, to be wealthy in America means making $2.4 million a year, and about $1.4 million...