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3 Steps to Determine Which Credit Card is Right for You

Thursday, August 19

Credit cards can be a powerful tool when used properly. Many of us understand that utilizing a credit card and paying it off can help us build up our credit score and qualify for more opportunities or more favorable lending terms. That said, there are so many options to choose from. Each card is ...


How to Grow & Leverage Professional Networks

Wednesday, June 23

“It’s who you know.” Maybe you’ve heard this phrase throughout your career. We use it to highlight the impact someone’s network can have on their career or even their life. Networks can be powerful, regardless of your age or what stage of life you’re in. Think of the teachers or coaches who took ...


Due Diligence: What I Need to Say ‘Yes’ or ‘No’ to a Deal

Wednesday, June 09

Even if they aren’t written down, experienced investors have certain “Go” or “No Go” criteria for deals they will consider. Many investors focus on specific asset types, such as precious metals, real estate, notes, or business ventures. Maybe they even have it narrowed down to different categor...


Versatility of Self-Directed IRAs: Diversifying Your Portfolio in 2021

Tuesday, December 08

Throughout 2020, many investors have had to navigate murky waters. Early in the pandemic, it wasn’t clear how different types of investments and businesses would be impacted. But as time went on, we saw how different markets responded. Now we see that COVID-19 cases and hospitalizations are surgi...


3 Ways to Recession-Proof Your Finances Now

Monday, October 05

As a result of the COVID-19 pandemic, many Americans went from reaping the rewards of long-term economic regrowth to experiencing their financial futures hanging in the balance as businesses shut down and employees were laid off. This isn’t the first recession our economy has faced, and it surel...


How to Grow Retirement Wealth Tax- Free

Friday, October 02

We often hear that we are never too young to start planning ahead for retirement, but the words “young” and “retirement” may not immediately strike you as synonymous. Many investors, especially those just starting out, are not familiar with self-directed investing and its tax benefits. Some inve...