September 16, 2025
Lawsuit Challenges SEC’s Accredited Investor Rule: A Turning Point for Private Market Access? On September 9, 2025, the Investor Choice Advocates Network (ICAN) filed a lawsuit against the Securities and Exchange Commission (SEC) in the U.S. District Court for the Northern District of Texas. The case, led by ICAN’s president…
Latest Blog Posts
October 24, 2017
Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. Unfortunately, most of these deals are available to accredited investors only. Why, and how…
October 23, 2017
Every year, the IRS announces updated contribution limits and income thresholds for Individual Retirement Accounts, or IRAs. The IRA contribution limit is not changing in 2018, but the income limits…
August 22, 2017
Wall Street investors seem to believe the single-family rental market won’t be slowing down any time soon. Two of the nation’s biggest SFR landlords are merging to form one landlord…
July 26, 2017
Taking the reins of your own financial future, investment performance, lifestyle in retirement, and legacy can be far easier than many realize. Those with existing retirement accounts will find by…
July 3, 2017
How do IRAs and real estate overlap and complement each other? The level of success that both clients and their real estate advisors will achieve is becoming increasingly intertwined with…
June 23, 2017
“The retirement crisis is the largest and most urgent global crisis we face today.” The world’s most respected economists and financial analysts believe the pending retirement crisis is of paramount…
June 16, 2017
by Guest Contributor Kathy Fettke The Federal Reserve kept its promise and raised interest rates for the 2nd time this year by a quarter point on Wednesday. Some critics say…
May 11, 2017
Congress created individual retirement accounts to give earners a tax-advantaged way to save for their retirements. The rules encourage account-holders to keep their money in their IRAs until at least…
May 10, 2017
What to Expect When You’re Self-Directing ~ Notes We want the investment process to go as smoothly as possible. Please review this list before submitting your paperwork to us.…
May 3, 2017
Want more power in your IRA? Historically, real estate has given many Americans with a stable investment vehicle that offers both income and appreciation. One of the greatest tools available…
March 22, 2017
A Message From the Fed on the Economy? The Federal Reserve followed through on its latest promise to hike interest rates. Fed Chief Janet Yellen announced a quarter point hike…
March 21, 2017
Do you have a 401(k) with a previous employer or an IRA? Are these accounts invested in stock market assets? Most retirement accounts are invested in stocks, bonds, and mutual…