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July 2020
Passive Investing Pitfalls: The Biggest Mistakes Passive Investors Make and How to Avoid Them
Webinar: Online Event | Timezone: Eastern | Passive Investing Pitfalls: The Biggest Mistakes Passive Investors Make and How to Avoid Them. True portfolio diversification involves investment in many asset classes, including real estate. Direct real estate ownership, syndications, and private loans are good options to get that exposure. But you want to be passive, so how do you set these investment vehicles up for success?
Find out more »August 2020
How has Covid19 impacted Suburban Office Investing?
Webinar: Online Event | Timezone: Eastern | How has Covid19 impacted Suburban Office Investing? Join us for a webinar on the state of the suburban office investing industry with Stephen McCarthy of Strategic Funding Alternatives. You won’t want to miss out on this webinar as you will learn why investors are shifting focus to suburban commercial real estate opportunities, and how to participate in syndicated commercial real estate investment opportunities
Find out more »Best Seat at the Real Estate Table!
Webinar: Online Event | Timezone: Eastern | Best Seat at the Real Estate Table! Join us for a webinar to learn: How to control real estate & achieve passive returns without the responsibility of ownership. Our presenters are brother and sister team at Carolina Capital Management: Wendy Sweet and Bill Fairman! Why is it banks don’t own or want to own property? It’s simple really, real estate, while valuable and one of the best ways in my opinion, to grow wealth over time, has some down sides.
Find out more »September 2020
Labor Day
Our offices will be closed in observation of the holiday. We will resume normal business hours Tuesday September 8th at 8:30 AM EDT
Find out more »October 2020
SEP IRA Contribution Deadline
If you mail your contribution on this date, it must be post marked. We cannot accept previous year contributions post marked after this date. If you send an ACH from your bank and it is not received by this date, we will need a confirmation of the date the ACH was initiated. We cannot accept electronic contributions initiated after this date. See contribution limits here.
Find out more »Extended Contribution Deadline
If you mail your contribution on this date, it must be post marked. We cannot accept previous year contributions post marked after this date. If you send an ACH from your bank and it is not received by this date, we will need a confirmation of the date the ACH was initiated. We cannot accept electronic contributions initiated after this date. See contribution limits here.
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