The COVID-19 pandemic has generated significant transitions and migrations. Business travel and office work has transitioned to Zoom, e-commerce and the accompanying need for warehouse space has exploded. People are leaving states, such as California, New York and New Jersey, with a high cost of living and high taxes and moving to places such as
Concorde Investment Services LLC., a full-service broker-dealer, has hired Amy Gunter to serve as the company’s due diligence officer where she will analyze and perform due diligence on alternative investments for the firm’s platform. Gunter brings nearly 25 years of experience within operations management, relationship management, and in the evaluation of investment products with a
While the unavoidable and ever-present backdrop of the COVID-19 pandemic has obviously dominated the national conversation over the last six months, 2020 isn’t done making headlines just yet. The November 3rd presidential election is right around the corner. For financial professionals, this presents a remarkable (and, in many ways, historic) challenge: evaluating and responding to
While the long-term civic and economic impact of the COVID-19 pandemic remains to be seen, this unprecedented public health emergency has already had a profound effect on the financial markets. The combination of significant societal and financial disruption and a still-uncertain future is a formula for nervous investors and volatile markets. But while the nature
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.