Q1 2020 Quarterly Update
I made a decision in December to switch from monthly updates to quarterly ones and of course it's been one of the most active quarters I've ever experienced. ...
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October 2019 Market Update & Outlook
Monthly Recap After September's noisy month of being dominated by WeWork and a potential impeachment of President Trump, October was equally as busy with a Fed rate cut, continued impeachment ...
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May 2019 Market Update & Outlook
Monthly Recap Another busy month of data and dram with the markets dropping and trade war escalating. To recap, here are just some of the noteworthy events and stories ...
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February 2019 Market Update & Outlook
Monthly Recap February we witnessed the same recurring themes and headlines in the US and abroad. The equity markets posted solid gains as the markets seem to believe that ...
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Cut Capital Gains Liability by Investing in Opportunity Zones
What does it take to spur private capital to invest in areas that are struggling to create jobs and develop their communities? Would a tax break on capital gains ...
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Founder Dilution: What It Is and How It Affects Founder Equity
As a startup that is raising capital, the amount you own today of your company will decline depending on how much capital you raise, how many times you raise, ...
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A Complete Guide to Series A Funding
After your business has shown some kind of a track record, Series A funding is useful in optimizing both your product and your user base. This may offer opportunities ...
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2017 Tax Cuts & Tax Strategies for Small Business
It turns out that 2017 was a pretty good year for businesses in the US, at least in terms of tax cuts. In fact, regardless of your political leanings, ...
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