You might be an “accredited” investor, and that’s a GOOD thing.

By John Berlet It may not seem fair, but not everyone is allowed to make any investment they want. Exotic "alternative" investments, such as start-up companies and hedge funds, are exempt from many rules and regulations protecting ordinary investors. In 2020, The Securities and Exchange Commission (SEC) updated qualification standards in Rules 506(b) and 506(c) [...]

By |2022-09-26T02:55:47+00:00June 23rd, 2022|Investing, Money News|

John Berlet, Tandem Trust Financial

Texas-based advisor and real estate syndicator John Berlet focuses on providing solutions for individuals, families, business owners, and accredited investors. John is well-known in both the real estate and retirement income industries and is recognized for his depth of knowledge and expertise in helping his clients achieve financial longevity. For over 40 years, John Berlet [...]

By |2022-07-11T16:34:11+00:00June 15th, 2022|Safe Money Trends Certified Contributors|
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