Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.
Investing in startups and private equity can be great ways to create wealth—especially if you can get in on the ground floor—but most people have more questions than answers. Saxon Baum of Florida Funders explains how to invest in startups and how companies like Florida Funders find … Read More
Join like-minded investors where you will have the unique opportunity to network, pitch, and promote some of your haves and wants. All are welcome and are encouraged to present topics for discussion to the group. Read More
With open enrollment right around the corner and COVID-19 still present in our lives, understanding your healthcare options is more important than ever. Alex Perny explains how your can protect your health while building wealth. Read More
2020 has impacted almost every industry, including commercial real estate. Learn about the new approaches commercial real estate financiers are taking to find attractive, viable deals that provide consistent cash flow. Read More
Whether you’re interested in social justice investing, environmentally responsible investing, or impact banking, special guest Laura Oldanie shows you how to put your investing dollars to work doing good in the world and achieving a triple bottom line—Good for People, Planet, and Profit. Read More
Alex Perny shares a variety of strategies our clients have used to earn mailbox money, also known as passive income, in their IRAs. If 'More Money' with 'Less Effort' appeals to you, tune in to this Webinar. Read More