Other Investments

Case Study | Foreclosure Auction Purchase

August 2, 2021

Most folks assume that just because a property is bought at a foreclosure auction, that it is an automatic “deal.”  We read in public records that a property with a repaired value of $250K was sold for $125K at auction and think, “I need to get in on that action.”

But since we don’t know what we don’t know, a novice investor could lose big giving auction buying a try without first conducting necessary due diligence.

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Startups Are The Asset Class Your Portfolio Is Missing

September 1, 2020

Angel investing sounds like an area of investing that is reserved for millionaires and billionaires. On top of that, it seems much too risky for regular investors. However, it turns out that if you apply the power of diversification and basic business principles, this asset class can be a great addition to your portfolio.

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I Was Wrong! How I Missed The Boat By Not Investing In Mobile Home Parks

August 4, 2020

My mother always told me to stay away from trailer parks. Did yours?

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Diversifying Your Portfolio: Why Now Might Be The Time To Take The Leap

April 16, 2020

The recent volatility in the public markets has many investors reeling. If you’ve spoken with your financial advisor recently, you’ve likely heard something along the lines of “a long-term disciplined approach to investing with a well-diversified portfolio is the best strategy for financial success”. It’s also probable that your advisor has suggested an investment portfolio consisting almost entirely of mutual funds. Some funds will invest primarily in a myriad of stocks, while others will expose you to fixed income securities such as bonds and CDs. Based on your investing time horizon and risk you’ll receive a recommended “target asset mix”. This mix is usually illustrated as a pie chart that provides what your advisor believes is an appropriate mix of equities, fixed income securities, and cash. By purchasing multiple investments that correspond to each sliver of the pie, you’re considered by many to have a well-diversified portfolio. In other words, you’re ascribing to the age-old adage of not having all your eggs in one basket.

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Checkbook Control In A Self-Directed IRA

February 10, 2020

With great power comes great responsibility. Having checkbook control has benefits, but if managed incorrectly, it may have great consequences.

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