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All Forum Posts by: Steve Yount

Steve Yount has started 1 posts and replied 5 times.

@Todd Anderson Thanks.  Sounds interesting.  I will get back to you if I decide to go that route.  In which case, I would like the see the analysis of the deal, or a reasonable facsimile.

@Jules Aton. Thanks.  I'm allocating a lot more assets to fixed income and bonds because I am taking a beating on equities.  I'm not really interested in REITs.  I like what I am learning about syndications, accredited investor banking, and better tax strategies.

@Brett Synicky Thanks for providing these links. I probably did not make my situation clear as I am just starting to learn the lingo. I'm retired, and have rolled most of my 401K assets over to IRA's, but those IRA's are not performing. I'm going to ask my finance guys if any of them are setup as self-directed, but I doubt it. I'm not really interested in cash flow. I'm interested in capital appreciation. Can someone tell me what the options are for that?

Recently retired, looking to invest 401k assets outside of the public markets.