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Owning property overseas is a great asset class diversification strategy inside an IRA. But before racing out to buy an investment property in a foreign country, read on to know 3 of the most important critical issues to know up front. #1 – Does the developer have a record of success? If the answer is […]
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This year’s conference is sure to inspire you, as you’ll get to hear from some of the financial industry’s best and brightest speakers and panelists. As an attendee, you’ll have the privilege of gaining valuable resources to revamp both your financial network and personal network. Throughout the entirety of the event, you’ll be able to […]
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Continuing Education is something that most professionals begrudgingly fulfill to keep their licenses active. However, it’s a bit different with NuView Trust clients. CE is something that they eagerly seek –especially if it means higher returns with new investment ideas. I look forward to seeing many of you personally at our fifth annual Planning for […]
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Nathan Ogden (Nathan Ogden, inspirational speaker, trainer and author of “Unfrozen,” will be this year’s Chair The Love keynote speaker! In 2001, Nathan shattered his neck in a snow skiing accident, leaving him a quadriplegic. Since his accident, Nathan has traveled the nation visiting businesses, organizations, nonprofits and schools to speak about how to conquer […]
Continue ReadingI recently spoke with a friend who is a commercial pilot for a major carrier and was surprised to learn how little work a pilot actually does these days. No, they aren’t lazy, it is just that they have a very sophisticated tool that can make decisions more consistently and faster than a human being. […]
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Tom M., originally from Long Island, NY, has claimed Lake Mary, FL as his home since 2007. He has become a professional real estate investor where he serves his Central Florida clients in home buying and investing in the housing market. Like many others, Tom was previously investing in traditional stocks, bonds and mutual […]
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Traditionally owners of self-directed IRAs or Solo 401ks have invested in real estate using just the funds in their accounts (meaning, without any financing); and the type of real estate purchased by these investors has primarily been residential (meaning a 1-4 unit property: a single-family residence, a duplex, a triplex, or a quad plex). An […]
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