fbpx
(858) 880-0252 [email protected]

Posts tagged as insights

Milken Institute Opportunity Zone takeaways

Milken Institute Opportunity Zone takeaways

Here are David’s generalized takeaways from the Milken Institute convenings in Oakland, centering around affordable housing, Opportunity Zones, and how local and statewide policies in California can be structured to influence positive outcomes.

read more
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.

read more
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...

read more
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.

read more