Скачать или смотреть 080 | Investing in HOA Reserves Made Simple

See how HOA Invest simplifies management of your HOA reserves and boosts your financial security!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Get in Touch with HOA Invest: https://hoainvest.com/

Investing in your HOA reserves doesn’t have to be complicated. In this episode, Jessica McConnell and Mark Thatcher from HOA Invest share how their innovative service helps community associations manage and grow their reserve funds effortlessly. From opening a Schwab brokerage account to optimizing investment strategies, HOA Invest takes on fiduciary responsibility to ensure your funds are safe and generating the best possible returns. Whether you're a small self-managed association or a large community, learn how to avoid FDIC limits, streamline financial management, and make the most of every dollar. Don’t miss this insightful discussion on how to maximize your HOA’s reserve fund investments!
-----
Follow Association Reserves!
Website 👉 https://www.reservestudy.com/
Youtube 👉    / @reservestudies  
Facebook 👉   / reserves  
Twitter 👉   / reserves  
Get your HOA FiPhO Score Now! 👉 https://OurFiPhO.com/
------
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]

📌 Connect with Hosts on LinkedIn & Twitter

Julie Adamen
  / julieadamen  

Kevin Davis, CIRMS
  / kevin-davis-98105a12  

Robert Nordlund, PE
  / robert-nordlund-pe-rs-5119636  

📌 Support Our Sponsors

Association Insights & Marketplace
https://www.ourfipho.com/

Association Reserves
https://www.reservestudy.com/

Community Financials
https://communityfinancials.com/

Kevin Davis Insurance Services
https://www.kdisonline.com/

Stoke Light Video & Marketing
https://stokelight.com/
———
00:00 Having Someone on Your Side
02:30 Introduction to Jessica McConnell & Mark Thatcher From HOA Invest
04:02 Why Jessica and Mark started HOA Invest
07:00 How HOA Invest shares responsibility with board members
08:23 Two risks when buying fixed income
10:34 HOA Invest’s Team
11:58 How to open an account with HOA invest
19:04 HOA Invest’s ease of use for the busy managers
21:42 Ad Break - HOA Invest
22:20 The Safety of HOA Invest
24:26 How HOA Invest keeps you under the FDIC insured limits
26:18 Can small HOAs work with HOA Invest?

#HOAReserves #HOAInvest