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Join date: Aug 15, 2024
Posts (11)
Oct 14, 2025 ∙ 5 min
Should You Consider Adding Alternative Assets (Bitcoin, Private Equity) to Your 401(k)?
On August 7th, President Donald Trump signed an executive order: Democratizing Access to Alternative Assets for 401(k) investors . If you currently have a 401(k) plan with your employer, then you’re one of the more than 90 million Americans impacted. According to the new executive order: “It is the policy of the United States that every American preparing for retirement should have access to funds that include investments in alternative assets when the relevant plan fiduciary determines...
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Sep 11, 2025 ∙ 4 min
How to Use a 529 Plan as a Smart Way to Save for Your Education Like the Wealthy
Student loans are one of the major reasons why Millennials are experiencing a decrease in their net worth, according to Forbes . This...
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Aug 13, 2025 ∙ 4 min
Uncover Generational Wealth By Inheriting Real Estate
You’re not the only one feeling like homeownership is getting out of reach. According to the AP News , most Americans feel the exact same...
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Bryan Shelmon
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