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, October 12, 2018
Well, we knew it had to come eventually, right? We had to see a sharp downturn. Even though we knew it would happen, we are human, and thus it is in our nature to be concerned – even anxious. But, being we are all disciplined...
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.