What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Friday, July 13, 2018
My first experience with peer-to-peer lending was about 10 years ago. I was reading an article about original issue discount (OID) and P2P lending was mentioned as a recent primary source. Side note: if you don't know, OID is treated...
Tuesday, June 26, 2018
Late last month our third-party vendor, Morningstar*, upgraded our client web portal which many of you use. If you have logged in recently, you can see that it has a sleek new look with an interface that allows for quick and easy...
Wednesday, June 13, 2018
If you came by our office during tax season, you may have noticed a big change. During the months of September 2017 thru January 2018 we expanded our office to the entire top floor of our building. This included not only a lot of small...
Wednesday, February 7, 2018
Testing, testing, 1-2-3. We are posting this to make sure our blog feature is working.