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Author Archives: Dave Wolcott

Is Your Portfolio Ready to Withstand Another 2008?

On August 5, the Dow closed at almost 770 points lower due to fears about trade wars. [...]

The Future of Multi-Family Housing

The U.S. population is getting older and more diverse, with a growing demand for multi-family [...]

How to Invest in Real Estate Using Your Retirement Funds

Diversify Your Retirement Account with a Self-Directed IRA Did you know that you can use [...]

Investor Due Diligence on Passive Investing

When it comes to passive investing, the more information you gather about a company from [...]

What’s better: REITs or Real Estate Syndications?

Smart investors know that investing in real estate has a lot great benefits, but many [...]

What is an Opportunity Zone?

On December 22, 2017, a new piece of tax legislation was signed into law to [...]

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  • About
    • Team
    • Our Approach
  • Wealth Strategy
  • Offerings
  • Infinite Banking
  • Mastermind
  • Virtual Family Office
  • Resources
    • Library
    • Investor 101
    • Blogs
    • In The Media
    • Wealth Strategy Resources
  • Podcast
    • Wealth Strategy Deep Dives
  • Contact
  • Investor Login
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