Investing in Qualified Opportunity Funds
Qualified Opportunity Funds are a new investment opportunity designed to drive development in economically distressed areas. They come with significant tax benefits, but the holding requirements and other risks mean they aren’t suitable for all investors.
Hurricanes Irma and Harvey: The Impact on the Municipal Markets in Florida and Texas
Baird’s Duane McAllister outlines the impact of hurricanes on the muni markets in Florida and Texas, noting the benefit of the strong fiscal position of both states.
The Best Equity Performance May Surprise You
Since 1995 mid-cap stocks have outperformed large- and small-cap stocks. Investors that are under-allocated to the mid cap asset class are potentially accepting greater risk AND missing out on available return. Mid-cap companies often exhibit the nimbleness and growth potential of small caps with the stability of large caps while accepting, but potentially, reducing the risks of both.