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Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment. We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.


Did you fix the federal budget? Here’s your next challenge.

Last fall we shared with you a clever and insightful game from American Public Media that allowed you to try… Continue reading

April 5, 2010

Curious about self-directed IRA investing? This seminar is a good place to start.

We recently had the opportunity to attend Equity Trust Company’s “Equity University” event here in Northern California.  If you’re interested… Continue reading

March 29, 2010

Upcoming Webinar: Mortgage Pool Investing

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March 25, 2010

Setting high standards for the private real estate lending industry

      I just returned from the first-ever conference of the American Association of Private Lenders in Las Vegas… Continue reading

March 25, 2010

Mortgage Pools: Notes Investing Simplified (free webinar!)

Considering investing in real estate notes (also known as trust deeds)?  Mortgage pools — which act like mutual funds of… Continue reading

March 24, 2010

Considering Roth conversion? Some pitfalls to avoid.

The New York Times today has a helpful article on pitfalls to avoid in Roth conversion — some of which… Continue reading

March 5, 2010

Buffett weighs in on banking, real estate

Buffett on Banking Buffett foresees housing recover in 2011

March 2, 2010

The real costs of mutual funds

One of the advantages of investing in our individual trust deeds or our mortgage pools is cost clarity: we don’t… Continue reading

March 1, 2010
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