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.
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
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
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
As the average age in the US continues to rise, senior housing has become a rapidly expanding industry which has to investment opportunities. Matt Johnson of the McFarlin Group will share his expertise with senior housing facilities and detail how investors can profit from these facilities. Read More
If you own a small business, are self-employed, or have a side gig, find out if the Solo 401(k) is the right retirement account for you and how it can help you save on your taxes while building your nest egg. Read More