Category Archives: Blog

Why Private Real Estate Investing Over Public

With the passage of the JOBS Act in 2012 (launched in earnest in 2016) and the accompanying loosening of the advertising rules associated with exempt private securities offerings, a world of investment opportunities that were once exclusively reserved for the ultra-wealthy, ultra-connected and institutions suddenly opened up to a broader pool of qualified investors. The […]

Some People Never Learn

Launched in 2009, Bitcoin was the first cryptocurrency to go mainstream, but many others have come onto the scene. There are now more than 6,000 different types of cryptocurrencies – including variants of Bitcoin – and more are being developed every day. Using blockchain technology, Bitcoin and other cryptocurrencies were touted for their security using […]

Which is the Only Type of Diversification That Will Make You Rich?

Do you know who is getting wealthy from diversification?  ​​Wall Street and the financial advisors whose pockets get fat from trading volume spurred on by investors bought into the diversification lie. Diversification will help investors achieve exactly what diversification is meant to do – and that is to minimize risk. Dictionary.com defines diversification – in the […]

How to Invest in the Right Opportunity Zone Fund

The Opportunity Zone program is an exciting opportunity for both investors and the under-served urban and rural communities the program was designed to lift. Central to the program are significant tax savings and incentives. These are offered to potential investors to place their capital with Qualified Opportunity Funds (“QOFs”) for investment in Opportunity Zones to […]

The Two Types of Wealth that Matter

According to author Chris Martenson in his 2012 book, Crash Course: The Unsustainable Future of Our Economy, Energy & Environment, there are only two out of the three types of wealth that matter and that investors should focus. First, the three types of wealth are: Primary Wealth. Primary wealth represents the physical resources from which […]