Join Our Newsletter

It's the best way to stay up to date on what Jeff's thinking and where he'll be next.
  • This field is for validation purposes and should be left unchanged.
September 23, 2020
Two Big SDIRA Mistakes

There are two big mistakes that I see way too many self-directed IRA account holders make.  Let me remind you of the story about Jack and the Beanstalk.  After Jack engaged in a dubious transaction, he dropped the seeds into a hole in the ground.  Magically, overnight, a massive beanstalk grew.  That’s what many SDIRA […]

June 4, 2020
The Upcoming Sub-S Series

            When writing the title of this email, I was reminded of the term “subway series” relative to baseball games (remember when they used to play those?) between the rival New York Mets and New York Yankees.  It could also apply to the Chicago Cubs and Chicago White Sox.  The series of posts I am […]

Appointment Booking

If you are looking to book an appointment with Jeff, click the button now.
BOOK AN APPOINTMENT