Alternative Investment Platforms for Rias

Advisors seeking to shake up standard portfolios or provide a hedge against market downturns are increasingly inquiring about alternative assets – dreams of non-correlated outperformance dancing in their heads. ‘This is a really interesting time to own private investments,’ said Verdence Capital Advisors chief executive Leo Kelly. ‘We look at the market today and we see extended valuations… Read More »

Can You Invest Roth Ira in Crypto

What Is a Crypto IRA and Why Invest in Crypto with an IRA? August 31, 2021 Given crypto’s historical upward trajectory and the tax advantages of IRAs, crypto IRAs are gaining popularity. Here, we answer the question, “What is a crypto IRA?” Cryptocurrency and IRAs have been in the news a lot lately. From Coinbase’s public market debut… Read More »

Fidelity Investments Annuity Service Center

Fidelity Annuities Review Fidelity Investments is a leader in the financial services sector. The company opened for business in 1946, and this long history makes Fidelity a leader in the annuities industry. Fidelity was the first annuities company to offer internet-based wealth management. We chose Fidelity Investments as one of our top picks among the best annuity companies.… Read More »

How Old Is Ken Fisher of Fisher Investments

Wikipedia Ken Fisher pictured in 2014. Ken Fisher of Fisher Investments made a series of sexist remarks at the Tiburon conference in San Francisco on October 8 and now says he doesn’t understand why people are upset. The event was being held at the Ritz-Carlton hotel. Ken Fisher, 68, a billionaire with a net worth of close to… Read More »

Kay Properties and Investments Llc

A 3-Phase Plan to Get into (and Out of) Real Estate Investing real estate investing A 3-Phase Plan to Get into (and Out of) Real Estate Investing How one Atlanta couple turned a $62,000 rental property into a $3.5 million real estate portfolio and then used a Delaware Statutory Trust 1031 Exchan… June 24, 2022 Why Now Might… Read More »

Michael Wayne Investments Payment Portal

Michael wayne investment payment portal SigmaPay bill again. Payoff Time You can find the total amount of money you owe on the loan anytime using PortalPay. No endorsement has been given nor is it implied. Love this service! With PortalPay, you can make payments against all balances side note, primary, pickup payment separately. Michael Wayne Investment Co. Account… Read More »

Best Mortgage Rates for Investment Property

We’re reader-supported and may be paid when you visit links to partner sites. We don’t compare all products in the market, but we’re working on it! {“userFilters”:[{“config”:{“MULTISELECT”:true,”VALUES”:”Owner-occupier,Investor”},”dataSelector”:{“recordType”:”VARIANT”,”fieldCode”:”DETAILS.LOAN_PURPOSE”},”dataType”:”TEXT”,”label”:”Loan purpose”,”order”:1},{“config”:{“VALUES”:”Fixed,Variable”},”dataSelector”:{“recordType”:”VARIANT”,”fieldCode”:”DETAILS.PRODUCT_TYPE”},”dataType”:”TEXT”,”label”:”Loan type”,”order”:2},{“config”:{“MULTISELECT”:true,”VALUES”:”Principal and Interest,Interest Only”},”dataSelector”:{“recordType”:”VARIANT”,”fieldCode”:”DETAILS.REPAYMENT_TYPE”},”dataType”:”TEXT”,”label”:”Repayment type”,”order”:3},{“config”:{},”dataSelector”:{“recordType”:”VARIANT”,”fieldCode”:”FEATURES.MORTGAGE_OFFSET”},”dataType”:”BOOLEAN”,”label”:”Has offset account”,”order”:4},{“config”:{},”dataSelector”:{“recordType”:”product”,”fieldCode”:”FEATURES.FACILITY_REDRAW”},”dataType”:”BOOLEAN”,”label”:”Has redraw facility”,”order”:5},{“config”:{},”dataSelector”:{“recordType”:”VARIANT”,”fieldCode”:”GENERAL.PROVIDER_ID”},”dataType”:”UUID”,”label”:”Lender”,”order”:6},{“config”:{},”dataSelector”:{“recordType”:”VARIANT”,”fieldCode”:”DETAILS.MIN_DEPOSIT”},”dataType”:”PERCENTAGE”,”label”:”Min. deposit”,”order”:null}],”niche”:{“filterBoundsMap”:{“VARIANT.DETAILS.LOAN_PURPOSE”:null,”VARIANT.DETAILS.PRODUCT_TYPE”:null,”VARIANT.DETAILS.REPAYMENT_TYPE”:null,”VARIANT.FEATURES.MORTGAGE_OFFSET”:null,”product.FEATURES.FACILITY_REDRAW”:null,”VARIANT.GENERAL.PROVIDER_ID”:null,”VARIANT.DETAILS.MIN_DEPOSIT”:{“minimum”:”-10″,”maximum”:”100″}},”currencySymbol”:”$”,”decimalPoint”:”.”,”decimalPlaces”:”2″,”thousandsSeparator”:”,”}} {“menuItems”:[{“label”:”What are investment home loans?”,”anchorName”:”#learn-more”},{“label”:”How do I compare investment loans?”,”anchorName”:”#how-do-i-compare-investment-loans”},{“label”:”Investment strategies and tips”,”anchorName”:”#investment-strategies-and-tips”},{“label”:”How do I apply for an investment home… Read More »

Refinance Home as Investment Property

If you’re looking to buy an investment property and have equity in your own home, refinancing your home loan could be the best way to fund your purchase. We show you how it works. Why refinance your existing home loan? Usually, when you take out a home loan to buy any property, you also need to have a… Read More »

Best Home Equity Investment Companies

Home equity loans are a popular way to get money for home improvements, education expenses or consolidate debt. This type of loan typically offers homeowners lower interest rates than most credit cards and can be repaid in fixed monthly payments. Read on to see which banks are offering the best home equity loan options and some great ways… Read More »

Investment Management Client Portal Software

Clinked Makes It Easy You focus on investments. Clinked will focus on technology. A Clinked Investment Management Client Portal lets you focus on what you do best. Don’t worry about technology, we’ve got this together. See which package could work for you Loved by teams and individuals: According to Software Advice Deliver More & Better To Your Clients Client experience… Read More »