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Notes and Passive Investing

First Shield Financial Blog & In The Media

Advanced Topics in Mortgage Note Investing

To facilitate the integration of mortgage notes into your practice, we offer the following resources and opportunities: Coaching for Financial Planners: Enroll in our specialized coaching program to b... ...more

mortgage note investing ,advisor partnerships

February 07, 20243 min read

Advanced Topics in Mortgage Note Investing

Mortgage Note Investing: Implementation and Best Practices

Financial planners implement mortgage note investments by building expertise through education, research, and certifications. They can beat the learning curve by partnering with professionals who h... ...more

mortgage note investing ,advisor partnerships

February 06, 20243 min read

Mortgage Note Investing:  Implementation and Best Practices

The Competitive Edge: Staying Ahead in the Financial Planning Industry

It’s likely that you’re still in the thick of it with your research into what mortgage notes are and what they’re all about, and that’s a-okay. Keep doing what you’re doing. Some people stay in this r... ...more

mortgage note investing ,advisor partnerships

February 05, 20244 min read

The Competitive Edge: Staying Ahead in the Financial Planning Industry

Strategic Integration of Mortgage Notes in Client Portfolios

If you’re still with us, you’ve likely decided that mortgage note investing is indeed a strong option for your client portfolios. So…now what? The next step is to dig further into the world of mortgag... ...more

mortgage note investing ,advisor partnerships

February 04, 20243 min read

Strategic Integration of Mortgage Notes in Client Portfolios

Navigating the Landscape of Mortgage Note Investing

In today's training that's exactly what we are going to discuss. How financial planners must grasp current market trends, such as housing dynamics and interest rate fluctuations, impacting mortgage no... ...more

mortgage note investing ,advisor partnerships

February 03, 20244 min read

Navigating the Landscape of Mortgage Note Investing

The Case for Mortgage Notes in Investment Portfolios

Advocates for incorporating mortgage notes into investment portfolios for diversification benefits. Mortgage notes, tied to real estate, offer low correlation with stocks and bonds, steady income, inf... ...more

mortgage note investing ,advisor partnerships

February 02, 20244 min read

The Case for Mortgage Notes in Investment Portfolios

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