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After attending Planning for Prosperity, it is clear that a lot of investors are looking for alternatives to the stock and bond market. Most of those investors are looking for passive investment opportunities in the real estate market. As an author, podcaster and active blogger, I have consistently been studying and writing about the real […]
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As a former banker, 22 years to be precise, I thought I knew about self-direction because mid-career my employer plan effectively disappeared, and I was told I could manage my own retirement accounts. I could even do it in real-time online. I was pretty astute, so I thought, and began trading stocks and mutual funds […]
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Not many people have had the chance to hear about my favorite charity, Chair the Love – a 501(c)3 that helps provide wheelchairs and other mobility related items and services to those in need in Central Florida and throughout the world. Every year, Chair the Love hosts their Chair the Love Dinner and Auction to […]
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When it comes to investing, everyone looks for an angle – a way to “beat the market” and get sizable returns with little risk. Unfortunately, with publically traded stocks and bonds, there is never an opportunity to make a purchase at a discount, below market, or at wholesale. Of the almost $7 trillion in IRAs, […]
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As the CEO of NuView Trust, I have the unique opportunity of speaking in front of scores of CPAs, attorneys, financial planners, real estate brokers and agents, as well as just plain investors, about the power and prohibitions of self-directed IRAs. One of the most common questions I get is, “I only have a small […]
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