Subscription-Based, All-You-Can-Invest Pricing for Self-Directed IRAs
From Netflix to Blue Apron to that nominal $.99 charge for additional iCloud storage, subscription-based services have become a common way for consumers to pay for goods...
Co-Founder & CEO
From Netflix to Blue Apron to that nominal $.99 charge for additional iCloud storage, subscription-based services have become a common way for consumers to pay for goods...
Today I want to talk about a concept specific to the placement of your investment accounts. By placement, I mean whether you own your investments...
Crowdfunding is very popular. The Financial Industry Regulatory Authority has 45 registered crowdfunding portals, including EnrichHER Funding,...
Choosing between a Solo 401(k) plan (also known as a one-participant 401(k) plan) and a simplified employee pension (SEP) plan is kind of like...
Alternative investments are crucial for portfolio diversification — and in some cases, they may rank among the best investments you’ll ever make....
Fintech companies, along with countless traditional businesses, face continual technological challenges from the deployment of new payment platforms,...
Some people might argue that owning real estate is no longer a key aspect of the American dream. And while it’s true that younger Americans like...
Think you have enough money saved for a comfortable retirement? If so, you are definitely in the minority. Most of America is woefully unprepared for...
As private markets have exploded in the past 10 or so years, investment opportunities are emerging.
Prior to founding Rocket Dollar, I worked for many years as a Certified Financial Planner. Continuing education is a requirement of maintaining my...
While Self-Directed IRAs are not commonly known, even among financial advisors and Wall Street investment bankers, they are an excellent retirement...
For today’s consumers, convenience is king. From online shopping and banking to pre-packaged food delivery and ride-hailing, consumers are hooked on...
I recently met with Richard Kerby, former VC at Venrock and founding partner at Equal Ventures, who updated his research into the venture capital...
The stock market, of late, is not for the faint of heart. Unless you are tracking it on a minute by minute basis, it is difficult knowing where the...
There are more options than ever when it comes to raising money for your startup. One of the most obvious ones is reaching out to your friends and...
As Bitcoin (BTC) has sporadically risen and fallen over the last 12 months, the trading of cryptocurrencies as an investment embodies the concept of...
The Securities and Exchange Commission recently issued a warning to investors as more people invest in cryptocurrencies in their IRAs.
There is a general assumption that Exchange Traded Funds (ETFs) can act as a hedge against market volatility. Maybe that is because some view them as...