Active vs Passive Investing: Lessons Learned from Real World Examples
Quest IRA Bootcamp 2 of 4
VIRTUAL MEETING (ZOOM LINK)
Active and passive investing are two very different styles, and knowing what kind of investor you are and how much time you have to devote to your investing business are important questions to ask yourself. You might think you are ready to jump right in as an active investor or maybe you think passive investing might be more your speed, but what does this really entail and what do you need to know to be successful at either approach? In this presentation, we’ll delve into the different approaches and discuss the advantages and disadvantages and each. You’ll hear real case studies from SDIRA investors of different active and passive investments so you can decide what approach is right for you.
What You Will Learn in This Class:
- What are the pros and cons of each investing style?
- What are the different structuring options – LLCs vs direct IRA investments?
- How can you use partnering to expand your investment options?
- Hear real case studies of different investments.
For More Information:
Collin Taylor is an IRA Specialist at Quest Trust Company. He was born and raised in Houston, TX and has been around Real Estate investing much of his life. He graduated from Texas A&M University with a Degree in Agricultural Economics with a focus on Finance and Real Estate and a Minor in Financial Planning. Before starting with Quest, he spent the first part of his career doing comprehensive financial planning for small RIA companies. Collin is an active investor and enjoys learning about different types of alternative investing.