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14 May 2019 | 20 replies
That will be very beneficial to you and provide you something to offer an investment partnership.
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24 February 2019 | 23 replies
If your financial advisor has a CFP and they own investment real estate, they should be better equipped to address a complex set of investments that includes stocks, mutual funds and RE.
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24 February 2019 | 3 replies
Am I supposed to invest in the stock market/mutual funds/etf's with quite a bit of my funds?
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5 March 2019 | 3 replies
You could offer them extra money to break the lease if there is mutual agreement, but tread softly.
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12 March 2019 | 5 replies
We use it in a different way than most people, but it's very beneficial.
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22 February 2020 | 41 replies
If a UDFI generating investment provides a significantly beneficial level of risk/reward, and you are comfortable working with your CPA to handle the 990-T tax return, then it is OK to make the investment.
9 February 2019 | 3 replies
Currently, my investment mix is maxing out my employers 6% 401k match, the annual contribution limit of $6000 to a ROTH-IRA, and investing the rest into a mutual fund.
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2 March 2019 | 152 replies
My mutual funds and ETFs are returning 9% YTD this year, okay not for the last year but I wouldn’t buy a headache for mere 8% COC.
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20 February 2019 | 11 replies
Congrats on opening your own brokerage, I am surprised you didn't make a bigger pockets account earlier, I think it will be beneficial to your business and if you ever have questions this is the place to ask.Good Luck!
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7 February 2019 | 2 replies
A few HSAs, such as the one I have, allow investments in a list of mutual funds.