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Tax-loss harvesting is a term used in the financial world that describes an interesting tax savings strategy. How can a farming concept help to reduce taxes?
Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the October 2019 Quarterly Newsletter.
October is National Domestic Violence Awareness Month. Financial Abuse occurs in 99% of all domestic violence cases and is a form of abuse that can sometimes be difficult to diagnose.
Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the July 2019 Quarterly Newsletter.
When it comes to investing, human behavior may cause us to make decisions based on emotion and not on fundamentals or rational deliberation.
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.
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.
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.
What should you consider when making the choice to buy a home or rent? What about purchasing real estate as an investment? Our special guest is Brad Tatar, Managing Director of Spotlight Asset Group’s Tampa, Florida office who will walk us through everything you should think about before buying a house, condo, or Real Estate Investment Trust.
Every investor has the same flaw: we are human. By understanding and recognizing our human biases and behaviors we can become better investors. Our special guest is Priscilla Liang, Professor of Finance at California State University Channel Islands, who explains many of our biases, where they come from, and how they affect us as investors.
CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.
CEO, Stephen Greco, is quoted in Citywire Magazine in their inaugural Future 50 report.
CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.
CEO Stephen Greco is interviewed by Thrive Global as part of their series on “How extremely busy executives make time to be great parents”.
Stephen Greco’s Spotlight Asset Group has been on a recruiting spree in an attempt to gain national coverage.