Invest:Insights by Capital Analytics
Guiding clients through a changing financial landscape

Guiding clients through a changing financial landscape

January 20, 2022

The pandemic changed how business owners fine-tune their financial game. In an interview with Invest:Insights, Michael Pallozzi, president of HFM Investment Advisors, shares what this shift in perspective means for the future of the investment landscape. Digital assets such as cryptocurrencies create new investment avenues for clients while tech-based solutions to investments and communication with clients will continue to drive innovation in the sector, he said.

For more information about our interviewee, visit: https://hfmadvisors.com/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

High quality of life a major benefit in the current landscape

High quality of life a major benefit in the current landscape

January 18, 2022

Nestled in the western part of Palm Beach County, the village of Royal Palm Beach has seen a boom during the pandemic. Thanks to its high quality of life offerings, the village continues to be a desired residential destination in the county. In an interview with Invest:Insights, Mayor Fred Pinto details the current state of the village and their plans to improve mobility and transit options.

For more information about our interviewee, visit: https://www.royalpalmbeach.com/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Training tomorrow’s workforce today

Training tomorrow’s workforce today

January 13, 2022

Thomas Edison State University solely serves the working adult population of South Jersey. In an interview with Invest:Insights, President Merodie Hancock discusses the university’s position as a leader in online learning, challenges associated with delivering a high-quality online curriculum, and her outlook for South Jersey’s higher education sector.

For more information about our interviewee, visit: https://www.tesu.edu/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Reshaping the landscape for the legal sector

Reshaping the landscape for the legal sector

January 11, 2022

Raleigh-Durham’s highly diversified economic activity provides an ideal landscape for specialized legal services. In an interview with Invest:Insights, Byron Kirkland, managing partner at Smith Anderson shares why the Triangle is the ideal place to be for legal firms and how technology and innovation are currently reshaping the legal sector.

For more information about our interviewee, visit: https://www.smithlaw.com/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Mapping Tampa’s post-pandemic growth

Mapping Tampa’s post-pandemic growth

January 4, 2022

From hosting large-scale events such as the Super Bowl to seeing key economic development wins throughout the pandemic, the city of Tampa anchors much of the economic activity in West Florida and remains one of the most dynamic places to live, work, and play in the state. The Super Bowl experience was a testament to Tampa’s ability to prepare and carry out a successful wide-scale event during a pandemic, the city’s Administrator for Development and Economic Activity Carole Post told Invest:Insights. She highlighted the importance of continued infrastructure investment with a strong focus on sustainability and climate change.

For more information about our interviewee, visit: https://www.tampa.gov/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Tracking the diversification of South Jersey’s economic base

Tracking the diversification of South Jersey’s economic base

December 30, 2021

Tasked with connecting businesses and facilitating resources for the local business community, the Chamber of Commerce Southern New Jersey had to reinvent itself in the face of the COVID disruption. In an interview with Invest:Insights, President and CEO Christina Renna spoke about the region’s emerging wind industries and improvements to the local economy more than a year into the pandemic.

For more information about our interviewee, visit: https://www.chambersnj.com/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Fulton Bank rises to meet the needs of the local community

Fulton Bank rises to meet the needs of the local community

December 28, 2021

The rollout of the Paycheck Protection Program (PPP) was a case of building the plane while flying it for banks nationwide. The PPP experience was one of the biggest experiments the banking industry has seen as banks galvanized to move fast, adapt in the face of change, and leverage the use of new technologies, Fulton Bank Senior Vice President and Regional Commercial Executive Louis Lombardi told Invest:Insights. Personal touch and close communication with clients coupled with ongoing technology investments will be key for the success of banks in a post-COVID world, he said.

For more information about our interviewee, visit: https://www.fultonbank.com/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Guiding the future of the Queen City

Guiding the future of the Queen City

December 23, 2021

A keen focus on equitable growth, ensuring upward mobility, and implementing the 2040 plan is baked into Charlotte’s economic development strategies. The Queen City has claimed monumental economic development wins in the face of the pandemic, while still ensuring that all Charlotteans benefit from the business expansion and corporate relocations happening in the region. In an interview with Invest:Insights, Charlotte Assistant City Manager and Economic Development Director Tracy Dodson spoke about the growth of the City of Charlotte and efforts to help both businesses and residents navigate through the COVID-led challenges

For more information about our interviewee, visit: https://charlottenc.gov/Pages/Home.aspx

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

A key player in the growth of the healthcare and wind industries

A key player in the growth of the healthcare and wind industries

December 21, 2021

Rowan College of South Jersey, a regional institution serving Gloucester and Cumberland counties, is looking to become a key player in the local healthcare and wind industry workforce development puzzle. In an interview with Invest:Insights, President Dr. Frederick Keating, discusses the growth of these key programs, the essence of the challenges ahead and the need for a restructuring of South Jersey’s higher education system.

For more information about our interviewee, visit: https://www.rcsj.edu/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Estate planning in the COVID-era

Estate planning in the COVID-era

December 16, 2021

The pandemic allowed people to revisit and restructure estate planning strategies. With time on their hands, people reconsidered where they want to live, retirement goals, business plans, among many other factors all in the midst of a changing tax landscape, Day Pitney Partner Tasha Dickinson told Invest:Insights. The only constant in tax and estate planning is change, she said. As such, people should make decisions based on their own circumstances rather than following trends and news.

For more information about our interviewee, visit: https://www.daypitney.com/

Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Podbean App

Play this podcast on Podbean App