


Guard Your Future
Guard Your Future By Peter Rizzo Last week I was reading this article about Kevin Garnett, one of the all-time great basketball players, and his lawsuit against some former advisers over the alleged $77 million fraud. I am not going to be judge and jury and decide who...
Stocks and UDFI (Unrelated Debt Financed Income)
Stocks and UDFI (Unrelated Debt Financed Income) By Alisha Bennett Recently, we’ve had a few questions about Unrelated Debt Financed Income (UDFI) and how it might apply to investments in the Check Book IRA structure. Oh yes, UDFI, that four letter “word” that can...
A Retirement Tool Box
A Retirement Guardian Tool Box By Steve Sheppherd Digging a ditch without the right tools is doubly hard. Guiding, growing and guarding your retirement without the right tools is hard as well. From time to time, The Shield will feature a “tool” to help you on your...
The Federal Housing Agency Just Made Real Estate Investing and Money Lending Easier for the Individual Investor
The Federal Housing Agency Just Made Real Estate Investing and Money Lending Easier for the Individual Investor By Peter Rizzo As a small real estate investor or moneylender, have you experienced competition from government agencies and large corporations buying up...