Loan Data and Reporting: Keeping the Focus on People

Corporate & Institutional

New transaction structures and increasing complexity have continued to proliferate in the loan markets for some time. As a result, data and reporting needs have also become more involved, especially over the past three years. Increased investor demand for data and reports, as well as higher scrutiny from regulators are also playing a part in changing the needs of loan market participants.


Why Consider Living in Florida?

Wealth Planning

The Sunshine State offers a host of financial and tax benefits if you’re considering living in Florida. Florida residents likely enjoy significantly reduced tax obligations compared to many other states.Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.The more ties you have to Florida, the more likely your Florida domicile will be respected.


Capital Perspectives July/August 2021

Tony Roth |
Investment Management
Capital Perspectives

In the July/August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he provides investors with an opportunity to take stock of their portfolios by assessing the economic environment, evaluating what has worked to date, and crafting a plan for the second half of the year.