Current Events

An Eye-Opening Reality

Miterko & Associates’ clients rely on our having a finger on the pulse of the Alternative Investments sector. They know we’re looking around corners for their benefit and succinctly delivering timely observations. For example, Texakoma Resources just wisely captured in a less than 2-minute video – educating us without uttering a word how Fossil Fuels are Essential to Modern […]

An Eye-Opening Reality

Risk Mitigation & Reg-BI

Most in our industry are familiar with Regulation Best Interest (Reg-BI), which became effective on June 30, 2020. This rule was two decades in the making and designed to address concerns around transparency, product suitability and ensure investment opportunities proposed to clients have their best interests at heart. Reports are surfacing the SEC is finding

Risk Mitigation & Reg-BI

“Policies & Procedures”

“Policies & Procedures” We see this term regularly in our sector but if we’re being honest, many just gloss over it thinking (1) this doesn’t apply to my role, or (2) it’s “someone else’s job” to be mindful of Policies & Procedures. For the day to day functions of your role, do you really know

“Policies & Procedures”

Legislation Aimed at Sweeping Changes to Investments in Retirement Accounts – New Rules Starting 2022 if Passed in House Vote

A CNBC.com article published this week outlines proposed legislation that would drastically alter retirement account laws, prohibit certain investment types in qualified accounts altogether, and change tax laws in an attempt to democratize retirement savings across all income levels. ● Today, our tax laws allow all taxpayers to make IRA contributions regardless of account size.

Legislation Aimed at Sweeping Changes to Investments in Retirement Accounts – New Rules Starting 2022 if Passed in House Vote

Fastest Growing Industries of the Future

#5 OUTPATIENT CARE CENTERS – Facilities that don’t require a patient to stay overnight. Projected: Compounded annual growth rate 3.2% 2019-2029 Inflation-adjusted output: 2019: $122B and 2029P: $168B Source: US Bureau of Labor Statistics (9/20) Examples: Dialysis Clinics, Family Planning Clinics, Mental health & substance abuse centers Trend: Medical technology advances and minimally invasive surgeries allow for same-day release (Source: Definitive Healthcare

Fastest Growing Industries of the Future