Resources

Who is Verivest? Why are we over the moon about this partnership? The short version, transparency. Verivest is an end-to-end real estate investment platform designed to

Did you know that certain lenders, like COGO Capital, allow you to acquire a loan to purchase real estate investment assets through your IRA instead

We’ve received an astronomical amount of interest in our newest Fund, The Circle of Wealth Fund III LLC (the “Fund”), so we wanted to take

For as long as investing has been a concept, so too has the 60/40 rule. Foundationally the 60/40 rule means to have 60% of your

2021 is here and with the new year comes a refreshed batch of financial goals and ambitions. As you ponder your goals, here are some