Know Your investment Style!

Know Your investment Style!

Know Your investment Style! By Peter Rizzo We are asked daily for investment ideas as people are always looking for the next best thing or the hot new investment.We don’t give investment advice or expose what our clients are investing in (unless they ask us to) but...
Financing Property? Try a Solo 401(k)

Financing Property? Try a Solo 401(k)

Financing Property? Try a Solo 401(k) By Jordan Sheppherd Financing property within a retirement account can be a great thing. Using someone else’s money to make money is always a good thing. Most of you are probably familiar with some of the rules relating to loans...
The Importance of a Successor Manager

The Importance of a Successor Manager

The Importance of a Successor Manager By Alisha Bennett As the resident book-nerd of Check Book IRA, I’ve recently been devouring a narrative about Edward Stratemeyer; the genius behind the writing Syndicate who created the Nancy Drew series. The Syndicate was...