Eliminating the use of Section 1031 of the Internal Revenue Code by certain high net worth investors could negatively impact individual investors, small business owners, and the overall economy. Durin[...] Read More

Insights from Financial Professional Coach Brian Margolis on Being Intentional and Relevant Most financial professionals know about the 80/20 rule in which a small number of actions are responsible fo[...] Read More

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions When Opportunity Zones were created under the 2017 Tax Cuts and Jobs Act and signed into law by the President, u[...] Read More

When the COVID-19 pandemic hit, financial advisors almost overnight faced business disruption. Gone were in-person lunches, seminars, and almost every common business development practice. While the n[...] Read More

Self-storage is among the sectors best equipped to adapt to this economically challenging time and new social distancing practices. August 27, 2020 As the nation faces the ongoing COVID-19 pandemic, c[...] Read More

Joe Biden’s plan to eliminate a real estate statute to pay for improved care for children and healthcare for seniors is full of good intentions and common misconceptions. Read More

In the context of inbound marketing, a conversion is defined as a moment when a website visitor takes a desired action. This action could be anything from clicking a button to filling out a form or bo[...] Read More

Search Engine Marketing (SEM) strategy resulted in a significant increase in qualified prospects Ask financial professionals today what their greatest challenge is in managing their practices and you [...] Read More

Since its formation under the 2017 Tax Cuts and Jobs Act, the Qualified Opportunity Zone (QOZ) program has created a lot of buzz in the investment industry, especially with the significant tax advanta[...] Read More

Qualified Opportunity Zones (QOZs) were defined under the 2017 Tax Cuts and Jobs Act and are intended to help revitalize economically distressed communities using private investments rather than taxpa[...] Read More