Cryptocurrency Investors Please Take Note!
Cryptocurrency Investors Please Take Note! by Peter Rizzo This is a very quick note to all new and experienced investors that have cryptocurrency or different Blockchain investments in their portfolios. What the rules are today, and there are very few, might not be...
Non Recourse Financing
Non Recourse Financing by Peter Rizzo With the increased real estate values across the country, many clients are asking about taking out loans to buy real estate with their Solo 401k’s or Check Book IRA’s. The one rule is it must be a non-recourse loan and here is...
Avoid The Scams – They grow during a downturn in the economy
Avoid The Scams – They grow during a downturn in the economy by Peter Rizzo I think everybody will agree that in today’s world, everybody’s view of the economy and all the issues going on are making people unsettled. When this happens, there seems to be a search for a...
UDFI: Friend or Foe?
UDFI: Friend or Foe? by Peter Rizzo Our take is you should be happy to pay UDFI and before you think we have completely lost our minds read the entire article. What is UDFI? When a tax-exempt entity such as a non-profit or IRA receives income from property that has...