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   Core Strategies for Wealth Investing is a friendly group dedicated to help educate on various topics and principles, focused on alternative asset classes, methods for mitigating one's risk, and helping build one's core wealth. We seek to create fun and friendly learning environments striving to simplify the complicated and make information available through easier-to-understand concepts.
   We are a group of people looking for better alternatives and diversification for investing savings and retirement funds many through self directed IRAs and 401k conversions. We are not selling anything or asking you to join a costly program. We meet and discuss what is working for our members and explore options and questions on a topic by topic basis.
    Join other Valley of the Sun investors in learning how to diversify and invest in alternative assets with your self-directed IRA or other self directed accounts. Hear and network with guest speakers and peers making similar investment choices. Learn about other's successes and failures with self-direction while finding out how to conduct your own due diligence before writing the check for a new investment.
   There are wide variety of IRA investment options available since 1975 when contributions could first be made through IRAs (see IRS Code section 4975). Although a few types are prohibited there are many good options for investing funds such as Real Estate, Precious Metals, Private Placements, LLC's etc.
   The retirement investment industry has been dominated by custodians, until recently - some more influenced by commissions than returns - focused on a narrow spectrum of "traditional" IRA investments, limited to stocks, bonds and CD's. By attending the Core Strategies group, you will learn more about an array of self-directed plans and investment types available for your IRA, money market or other idle cash and how to vet those opportunities.

We're 123 Passive Investors

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Founded Apr 15, 2015
  • Passive Investors 123
  • Past Meetups 1

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Lisa Y Knudson

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