Impact Investing in Opportunity Zones: How to Save on Capital Gains Tax
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Impact Investing in Opportunity Zones: How to Save on Capital Gains Tax

Here we are, only a few weeks from 2021. Looking back at the events of 2020, we can likely all agree that this year sure has been “fun” … and it’s not over just yet. It’s that time of year when many are starting their tax planning for next year and working to decrease their…

Healing a City Featuring Sherry Gamble Smith

Healing a City Featuring Sherry Gamble Smith

In this episode, we talk to Sherry Gamble Smith, the founder and CEO of WENet, a non-profit organization that helps to empower women. She is also the founding president of the Tulsa-Oklahoma Black Chamber of Commerce.  Sherry tells us about her social contribution in Tulsa, the 1921 Greenwood Race Massacre that caused a devastating blow…

Quality Changes in Assisted Living Make For A Great Impact Investment

Quality Changes in Assisted Living Make For A Great Impact Investment

The number of older adults (age 65 and older) has risen significantly because of increasing life expectancy. The fastest-growing age demographic in the US are those 85 and older. One in seven Americans over the age of 70 has dementia, according to the first known national representative, population-based study to include men and women from all regions…

What a Pandemic has Proven About Investing in Social Good

What a Pandemic has Proven About Investing in Social Good

According to a recent New York Times article, impact investments, which aim to promote a social good or prevent a social ill, have significantly outperformed traditional bets during the coronavirus pandemic.  Impact investing typically focuses on three categories: environmental, social and governance (ESG). The stocks in these categories are performing well, with 64% beating their…