Proper Expectations with DST with David Young

Proper Expectations with DST with David Young

Mar 29, 2024

David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With over 30 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy,...
How the DST is a Game Changer with Jake Mellor

How the DST is a Game Changer with Jake Mellor

Mar 25, 2024

Jake Mellor  is a coach of coaches. He is a financial planner, but he is also much more. He has instructed CPA Firm owners from across the country on how to help their clients implement higher-level Tax Advantaged Wealth Management Strategies. Jake is passionate about...
Building a Legacy With Your Wealth Using a DST with Joe Walters

Building a Legacy With Your Wealth Using a DST with Joe Walters

Mar 22, 2024

Joe Walters is a highly regard Wealth Advisor, managing and directing Legacy Wealth Management. Over the last 23 years, he has been successful in assisting families and businesses in developing a sound plan that might help to grow and preserve their assets. He is...
Investing in an Election Year

Investing in an Election Year

Mar 20, 2024

By Jessica Lanning, JD, CFP® As always, I’m going to tell you to stay invested during an election year because discipline is critical to being successful over the long run.  I came across some good historical tidbits from JP Morgan, and I thought I’d share them with...
The Science of Multifamily with Neal Bawa

The Science of Multifamily with Neal Bawa

Mar 18, 2024

Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal...