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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.
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.
May is Mental Health Awareness Month and on this podcast we discuss mental health and money. Our special guest is Jacob Moore, Founder and CEO of No Stigmas, a non-profit organization whose mission is to ensure no one faces mental health challenges alone.
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.
Our CEO Stephen Greco discusses Spotlight’s Investment Philosophy in an interview with City Wire RIA Magazine for their April 1st edition.