Contents by Heather Taylor

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Top Webinars of 2018

By Heather Taylor0 Comments
These webinars provide valuable, timely insight about topics including real estate investing, note investing, self-directed IRA rules and more. Read More

Top Blog Posts of 2018

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From inspiring case studies to Roth IRA strategies, the most-read blog posts of the year represent a range of self-directed investing topics.   Read More

5 Trends to Look for in Real Estate Investing in 2019

By Heather Taylor2 Comments
Rebecca McLean, the Executive Director of the National Real Estate Investors Association shared her research into the state of the real estate industry during her keynote presentation at Equity Trust’s recent Wealth Building Summit. Read some of her predictions for the real estate industry in 2019 and find out how to view her presentation. 
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Top Blog Posts of 2017

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The most popular posts of 2017 included a list of top cities for single-family investment properties, tips for getting started in real estate investing, and the most commonly missed questions in our retirement savings quiz.  Discover or revisit these educational posts.   Read More

Most Popular Webinars of 2016

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Equity Trust’s most-watched webinars of the past year included in-depth discussions about getting children involved with savings, tax strategies, and self-directed IRA basics.  Read More

Top Case Studies of 2015

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In 2015, we learned about a client that doubled her account value in less than two years, a Wall Street Retiree that invests 80-85 percent of his portfolio in alternative investments, a man who invests in real estate long-distance, and more.  Read More

Self-Directed IRAs in the Spotlight

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Self-directed IRAs continue to receive attention in the mainstream media, a possible sign that more investors are discovering this retirement account and using it as a way to diversify their portfolios. Read More

Retired Police Officer Earns Passive Income with Real Estate

By Heather Taylor2 Comments
Roxie G. of Florida might be retired from fighting crime, no one can accuse her of slowing down. After ending her 26-year career on the police force, she has found a way to reinvent the way she earns income for herself using a method that she only recently discovered: self-directed real estate investing.  Read More

Sweet 16 and Investing in Real Estate

By Heather Taylor2 Comments
At just 16 years old, Equity Trust client Brittany is well on her way to building herself a financially secure future with tax-free investments, thanks to the encouragement of her real estate-savvy mother.  Read More

Investors Find Opportunity in Foreclosures

By Heather Taylor0 Comments
There’s no shortage of foreclosures on the market, which can be profitable for real estate investors, if they have knowledge of how the process works. Read about the pros and cons that these distressed properties present to investors. Read More

Coffee Cup Method of Retirement Planning

By Heather Taylor0 Comments
Even if you’ve begun to predict what you think you’ll need to live on in retirement, have you calculated the concrete costs – such as your daily cup of coffee – to see what you’ll actually need to support them? Here’s a method to help you more accurately prepare for retirement. Read More

How to Get More out of Your Tax Refund

By Heather Taylor0 Comments
Instead of taking a trip or buying a gadget, some taxpayers who are getting money back from Uncle Sam are using it to plant a seed with growth potential. Find out how you can potentially generate future wealth with your windfall. Read More

Investing in Education Savings Plans

By Heather Taylor0 Comments
Families with children need to think ahead regarding the price of further education, especially if their children are planning on pursuing a four-year (or advanced) degree.
There are some investing options available for parents to consider when saving for their children’s education.  Read More

Packaging Company Owner Ships Out Market Losses in Exchange for 30 Percent Returns with Self-Directed IRA

By Heather Taylor1 Comments
Equity Trust client, Chris, has grown tired of gambling with his life savings in the stock market.

“We’re kind of playing along in a game that we have no control or understanding of,” says Chris, an Equity Trust client who owns a packaging company near Los Angeles. “There’s so much information out there that if you’re not plugged in to the market day in and day out, you’re rolling the dice.” Read More

Current Clients Reveal Winning Real Estate Strategies

By Heather Taylor0 Comments
Want to know what investing strategies are working in today’s market? Join our CEO, Jeff Desich, for exclusive webinar this Thursday, August 30 at 9 p.m. ET where he’ll talk to multiple successful Equity Trust clients as they discuss what they look for in investments, how they complete them and make them work in an IRA. Read More