Industry veteran Aubrey Morrow, host of “The Financial Advisors” radio show and president of Financial Designs, Ltd. has joined Concorde. As a Certified Financial Planner (CFP) and Investment Advisor Representative, Morrow brings a strong background in conceptual financial planning. Morrow’s efforts in utilizing Financial Designs’ tax reduction strategies, risk management, investment selection, advanced estate, and
Concorde’s very own Director of Research and Due Diligence officer, Tim Witt, recently contributed an article to Investment News on opportunity-zone investments and their range of potential tax benefits. Check out the entire article here.