Investing

Is AirBnB Investing Right For You?

December 2, 2019

For as long as I can remember, I’ve had two deep passions that have really dictated the decisions that I make and therefore the direction my life has taken: sales and travel. 

I’ve been a saleswoman my whole life, beginning as a teenage entrepreneur when I took over running my family’s bar in Wisconsin. Then again when I moved to Florida to run my Door to Door Sales business. 8 Years later, I discovered the power of real estate investing. I jumped right in and got out of my crazy door to door sales company. 

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The Power of Partnering

November 18, 2019

Did you know that partnering your IRA funds to invest is one way you can acquire assets with limited funds?

Two Opportunities That Passive Investors Should be Investing In Now

October 31, 2019

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 estate and real estate finance industry for 9 years. All of my research indicates that there are the two opportunities passive investors who want high returns with low risk should have in their portfolio. Both of these investment opportunities are in the financial instruments of the real estate industry (real estate notes & mortgages).

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Confessions of a Self-Directed Entrepreneur

October 29, 2019

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 for the first time in my life.

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What Can I Do With My Small IRA?

October 2, 2019

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 IRA, so what are my choices for self-direction and how could I get started?”

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Beware: 6 Fallacies About Retirement Plans

August 29, 2019

1. You must invest in stocks, bonds, and mutual funds to be compliant with the IRA

Not true – Since 1975 the rules for IRA investments have been relatively consistent, as long as you avoid collectibles and life insurance, most other assets can legally be held in an IRA. It is a Wall Street myth that has caused the general public to ignore the potentially higher returns of private, non-traditional investments.

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