


Make Lemonade From Lemons
Make Lemonade From Lemons by Peter Rizzo To all of you that are bemoaning the fact that your IRA’s or 401k’s are taking a dive in value, there are two things to do: 1. You can pour a glass of wine and bemoan the value you lost, letting everyone within earshot...
Celebrating Our Independence
Celebrating Our Independence by Peter Rizzo As we celebrated 246 years of America’s independence, every day people are celebrating their financial investing independence. The majority of most people’s investment portfolio is tied up in their IRAs or 401(k)s....
Money Lending: The New Popular Way to Invest with Structured Returns
Reminder: Form 5500-EZ Due by July 31, 2022 by Jordan Sheppherd It’s hard to believe we’ve crossed the halfway point of 2022. I’m sure I’m not alone in saying it seems like yesterday we were celebrating the New Year. For those of you who have Solo 401k plans,...