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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.


From the glossary: mortgage pool

A mortgage pool is an investment vehicle for private real estate loans that works similarly to the way a mutual… Continue reading

March 15, 2009

Investing in notes: could you be asked to “produce the note”?

Real estate-backed notes have become a more attractive investment option of late, given the tumultuous state of the stock market… Continue reading

March 10, 2009

Retirement Information Event in Irvine – Equity Trust

More helpful information about retirement planning, this time from Equity Trust (a self-directed IRA custodian we work with and recommend).… Continue reading

March 2, 2009

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