Amid continued uncertainty over the future of Social Security, Congress is taking proactive steps to encourage retirement savings. Lawmakers passed the SECURE Act in 2019 to further incentivize retirement planning, and they followed with the SECURE 2.0 Act in December. In a recent analysis, Bloomberg Law called SECURE 2.0 one… Read More »
If asked to write a script to describe a really terrible year in the investment markets, I’m not sure many could have written one that was worse than 2022. After beginning January at an all-time high, the S&P 500 rode a roller coaster through war in Europe and fears of… Read More »
Imagine you’re sailing on a sunny day in the Gulf of Mexico when a sudden storm bubbles up and starts to rain on you and your crew. Still hours from shore, there’s zero chance of reaching shelter anytime soon, so it’s inevitable you’re going to get wet. That sounds a… Read More »
Today, Aaron Ackerman joins the pod to discuss the world of transaction advisory services and the role of interim CFO. His past deals have included companies ranging from start-ups to firms with over $1B in revenue. David and Tyler were honored to sit down and have the opportunity to talk with Aaron and we encourage you to visit the resources below:.
Hannah Schmitt is the founder and owner of The Treasury, Oklahoma City's first female coworking space. Along with her husband, Brian, they set out to create a community for women to focus on themselves and their businesses, but also for learning, engagement and support. To learn more or to become a member, we highly encourage you to check out their website and follow the company on social media.
As we turn the page to a new month, we wanted take a moment and celebrate Full Sail Capital's 5th anniversary. Tyler is joined by the three founding principles, Scott Cravens, Zac Reynolds, and David Stanley, as they discuss the growth, challenges, and stories from the first 5 years as a firm. We encourage you to visit our website and please let us know if we can answer any questions. Enjoy!