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31 December 2024 | 3 replies
Fund of fund raisers need to do a much better job including descriptions of both double promotes and possible implications for LPs investing through a fund of fund vs directly.
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30 December 2024 | 18 replies
For anyone else, it's far easier if you just send me a direct message.
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3 January 2025 | 26 replies
Definitely will apply your input.
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24 December 2024 | 6 replies
The alternative is to set up a self-directed IRA, or better, a truly self-directed Solo 401k plan, invest in alternative assets, and then do the conversion.
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27 December 2024 | 4 replies
For additional context, here’s a snapshot of our financial situation:We’re paying the mortgage on our primary residence.We have one car with ongoing payments.I anticipate it could take up to three months to find a new job.I’ve already applied for unemployment benefits (in PA) and am waiting for approval.I’d greatly appreciate any advice or insights.
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29 December 2024 | 12 replies
You can also download it directly in PDF format from my business page - Premier Cleveland Investing (scroll down to "resources").
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17 December 2024 | 0 replies
Hello All,Getting ready to launch a new direct mail campaign.
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30 December 2024 | 12 replies
You don't discuss your investment properties or direct client wins.If you don't provide real-life examples of your success or your client's success, people will know you don't have the experience to help them.
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30 December 2024 | 14 replies
For example, I recently made a loan to a house flipper, partnering with my self-directed 401(k) and Health Savings Account (HSA).
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30 December 2024 | 8 replies
Your direct email address3.)