Net of Fees

Net of Fees

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Net of Fees by Peter Rizzo This week a conversation I had with a prospective client stuck with me and I thought I’d share. After looking at his self-directed custodian’s fee statement for last year, he realized an investment he had that went south (highly speculative...
Contribution Limits Updated

Contribution Limits Updated

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Contribution Limits Updated by Peter Rizzo This is the time of year when we look for tax deductions and plan for next year. Planning our IRA and Solo 401(k) is part of the process. Remember your Solo 401(k) plan must be set up by December 31st to make 2022...
Private Lending

Private Lending

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Private Lending by Peter Rizzo With the Fed raising rates and good people still rebuilding their credit from the Pandemic, Private Lending is becoming a popular investment for the savvy investor. What is Private Lending? Have you ever wanted to invest in a local...
Short Term Rentals, Are They for You?

Short Term Rentals, Are They for You?

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Short Term Rentals, Are They for You? by Peter Rizzo In a fluctuating real estate market, short term rentals have become very popular. People are not looking at the appreciation but, at the return on investment that they can get from them. There are a few things,...