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Episode 5 – Upside Insights: How to Teach Children About Money

Money and wealth can be a hard topic of discussion with children. Kip Kolson, President of Family Wealth Leadership and author of “You Can Have

[...]

Episode 4 – Upside Insights: How to Get My Money to Flow

Anna Sergunina, founder and president of MainStreet Financial Planning, gives you a simple and effective system to make sure your income and investments are flowing

[...]
Upside Insights Podcast | Upside Avenue

Episode 3 – How to Invest More Tax-Efficiently with Justin Buddy Arce

Curious about what tax categories your investments fall under? Interested in learning what kind of investments help you reduce your tax liability? In this podcast

[...]

Episode 2 – Upside Insights with Chris Palmisano

Do you want to know how you use your IRS or Employers 401K to invest in Real Estate? Chris Palmisano of Rocket Dollar gives tips

[...]

Episode 1 – Upside Insights with Daniel Ortega

Daniel Ortega from Vantage IRA joins Upside Avenue in our latest Upside Insights to explain what are Self Directed IRAs, Traditional IRAs, and Roth IRAs.

[...]
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1. Historical returns are from Upside Avenue parent firm Casoro Group based on multifamily properties
2. The publicly filed offering circular for Upside Avenue may be found on our website at offering circular

DISCLAIMER: Casoro Capital Partners, LLC (“Casoro”) operates a website at www.upsideavenue.com. By using this website, you accept our Terms of Use and Privacy Policy. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Casoro nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Casoro nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. Full Disclaimer