Message From the CEO We all want to follow the old adage of buying low and selling high. It appears to be a simple and straightforward way to achieve financial success in the stock market. From an overarching standpoint, you can generally accomplish this through a buy and hold strategy
Warren Buffet is famous for saying, “Be fearful when others are greedy, and be greedy when others are fearful.” Officially entering a bear market in June 2022, the stock market has retracted by 20% since January. Cryptocurrency plunged from $68,000 in late 2021 to $21,035 on June 24, 2022. The
A commercial apartment complex ranges from $4M to $60M, depending on the market, size, and condition of the building. The national average for a 50-unit apartment building is $11M. Well beyond the financial means of most investors. For many, real estate syndications open the door to these larger opportunities. You
Solo or individual 401ks are popular retirement accounts for freelancers and self-employed individuals. You may contribute up to $61,000 per year (2022) through employer and employee contributions. It also has attractive benefits like the ability to borrow from the account. You can establish both a Traditional and Roth version, giving
Designated retirement accounts create an investment vehicle with tax-preferred treatment. One of the most popular is the company-sponsored 401k. But you might also qualify for a Solo 401k, which is tailored to entrepreneurs and provides additional opportunities to set aside funds in tax-preferred accounts. Here’s what you need to know
The IRS permits tax-preferred retirement accounts to hold alternative investments, including real estate, syndications, and business investments. To expand your retirement portfolio beyond the stock market, you must open a self-directed account. You can accomplish this through a self-directed IRA or self-directed Solo 401k. While both are retirement accounts, significant
