15Jan
15Dec
5 Reasons Why You Should Never Invest With Me
5 Reasons Why You Should Never Invest With Me Let’s skip the fluff and get real. Over the years, I’ve had countless conversations about passive investing. Some turned into powerful partnerships that changed lives, not just mine but theirs too. Others? Total dead ends. Why? Because not everyone is...
15Nov
The Self Rental Rules: What Real Estate Investors Need to Know (and How My Friend Navigated Them Owning a Dental Office)
The Self Rental Rules: What Real Estate Investors Need to Know (and How My Friend Navigated Them Owning a Dental Office) Introduction If you're investing in real estate and also run a business, the way you structure your ownership can have a big impact on your taxes....
12Oct
The Real Cost of Overlooking Main Street in Your Portfolio
The Real Cost of Overlooking Main Street in Your Portfolio Not long ago, I was fully committed to the traditional path. I maxed out my retirement accounts.I followed market trends, trusted in index funds, and stuck to the Wall Street playbook. On paper, everything looked right.But deep down,...
15Sep
Why Wall Street Falls Short on Personalized Investing
Why Wall Street Falls Short on Personalized Investing You’ve worked hard to build your wealth. You’ve made sacrifices, stayed disciplined, and played the long game.Now, you deserve more than just a “safe” investment plan—you deserve one that’s truly aligned with your goals. But here’s what many high-income...
05Mar
What is Debt Vs Equity Investing?
What is Debt Vs Equity Investing? What is one of the more common ways to invest in real estate? That would be to buy a house, build up some equity in it and hope that it appreciates. But contrary to popular belief, this investment option is...
03Feb
What is Passive Real Estate Investing and how do I begin?
What is Passive Real Estate Investing and how do I begin? Alina Trigub, the founder of SAMO Financial, had the pleasure of speaking with Dr. Allen Lomax of Steedtalker Capital during the 106th episode of Creek Side Chats, a podcast designed for real estate entrepreneurs. During...
02Jan
The beauty of J-curve in Private Equity Funds
The beauty of J-curve in Private Equity Funds When most people hear the term “J-curve” they instantly realize that it has something to do with the letter “J”. But what makes this letter so special when it comes to real estate investing? J Curve Well, it turns out...
03Dec
What are different types of investment strategies
What are different types of investment strategies Typically, investors that are either employees with W-2 jobs or busy business owners, fall into two categories: Category I – growth investors: They plan to retire down the road, maybe 5, 10, 20 years in the future, and for the...
04Nov