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Advanced Investing

March 10, 2020

SEC-Qualified vs. FINRA Regulated: What’s the Difference?

When choosing investment opportunities, you probably look for indications that a company or opportunity is legitimate. Financial regulations and qualifications are one indication that an investment partner is someone you…

February 11, 2020

The Growth REIT Fund vs. Other Common Funds

The key to an effective investment strategy is to diversify your portfolio. Investing in funds, rather than individual stocks or properties, allows for diversity at an affordable investment level. Allocating…

January 8, 2020

The Bad Times Investment Guide

Sometimes it’s hard to read the economic news. One day you’re sitting pretty, and the next day may include a slight panic attack brought on by news or current events….

January 7, 2020

Three Stock Market Sectors to Focus on in 2020

One of the most difficult tasks for every investor is finding the best sectors to focus on every year. Though many experts suggest that investors should focus on investing in…

December 23, 2019

Target Date Funds: What They Are & How to Make Your Own

Target date funds. They’re investment packages sold to investors as simple solutions to a lifetime of investing. But what exactly is a target date fund? And why would you want…

December 9, 2019

How Hard Assets Like Real Estate Help Protect Against Inflation

Inflation is a growing concern for many people, including those who are working to build their portfolio and savings. Hard assets, such as gold and silver, have long been considered…

December 4, 2019

How Much to Allocate Towards Alternative Investments in Real Estate

Given their liquidity and ease of access, stocks have become the natural starting point for most investors. Whether it’s through a 401(K) or personal account, many of us have most…

November 24, 2019

1031 Exchanges Explained

If you own a real estate investment property and would like to sell it in exchange for another one, the 1031 exchange might work for you. Learn more about what…

November 21, 2019

Rebalancing Your Portfolio: Everything You Need to Know

Investors are always working to balance their portfolios, but that’s not a one-time thing. Over time that portfolio will need rebalancing, as well. When you rebalance a portfolio, you focus…

November 11, 2019

4 Crowdfund Platforms For Alternative Investments

A growing number of crowdfunding platforms are popping up enabling consumers to put their money in a number of investments that were previously off-limits for the general public.  Crowdfunding startups…