Insights
Blogs
Is Your Family Trust Outdated?
While taxes are certain, how much you will pay in taxes is not. And in case of the estate tax Congress found a way to combine both death and taxes.
The Velocity of Money
The velocity of money “is the number of times one dollar is spent to buy goods and services per unit of time.” (The Federal Reserve Bank of St. Louis). In a recession, the velocity of money typically slows down because consumers hold on to their money longer and spend less.
Quarterly Newsletter January 2020
Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the October 2019 Quarterly Newsletter.
Quarterly Newsletter October 2019
Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the October 2019 Quarterly Newsletter.
Quarterly Newsletter July 2019
Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the July 2019 Quarterly Newsletter.
Videos
What do Comet NEOWISE and saving for retirement have in common?
What do Comet NEOWISE and saving for retirement have in common? They are both once-in-a-lifetime events! Watch this video to learn more from Aaron Kirsch, Managing Director of Spotlight’s Los Angeles office.
Spotlight on Investor Behavior: Fear
Why do we experience fear, and how does it affect our investment decisions? Watch this short video to learn about how our brains work and how this knowledge may make you a better investor.
Spotlight on Investor Behavior: Herding
How does psychology and emotion influence our investment decisions? Learn about the human behavior known as herding and how understanding our human biases may help us become better investors.
Podcasts
Episode #13: The CARES Act
How might you be affected from the largest government stimulus in history? Learn about some of the aspects of the CARES Act which provides assistance to individuals and companies dealing with the financial repercussions of coronavirus.
Episode #12: How to Handle the High Cost of Healthcare
With costs of insurance co-pays, diagnostic tests, procedures, drugs, and hospital costs increasing we all need to start paying attention and become more informed consumers of healthcare. Our special guest is Steven Corn, a Board-Certified Patient Advocate and owner of Metis Advocacy who helps guide patients through the confusing maze of medical bills, insurance claims, medical decisions and care management.
Episode #11: The SECURE Act
A Bill that quietly made its way through Congress just passed at the end of 2019. That bill is the SECURE act, which stands for Setting Every Community Up for Retirement Enhancement. As is often the case, the label attached to this legislation doesn’t tell us anything. Fortunately we have Brad Tatar, Managing Director at Spotlight Asset Group in Tampa Bay, Florida to walk us through the changes this act makes to retirement accounts.
Episode #10: Protecting Yourself From Cyber Criminals
Shopping, banking, and even dating with your computer or Smartphone is convenient, but unfortunately it is also convenient for cyber criminals to steal from you. Knowing what the threats are and how to protect yourself may reduce your risk of becoming a victim.
Episode #9: ESG Investing
ESG Investing, also known as Socially Responsible Investing, is an attempt to encourage corporate practices such as environmental stewardship, consumer protection, human rights, and diversity. Our special guest is Iyassu Essayas, Director of ESG Research at Parnassus Investments, a mutual fund company managing over $29 billion of investments in companies with sustainable business practices.