080 | Investing in HOA Reserves Made Simple

HOA Insights: Common Sense for Common Areas

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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 Contact 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!
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Chapters
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 the fiduciary 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?

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.

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Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
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Rozdziały

1. Having Someone on Your Side (00:00:00)

2. Introduction to Jessica McConnell & Mark Thatcher From HOA Invest (00:02:30)

3. Why Jessica and Mark started HOA Invest (00:04:02)

4. How HOA Invest shares the fiduciary responsibility with board members (00:07:00)

5. Two risks when buying fixed income (00:08:23)

6. HOA Invest’s Team (00:10:34)

7. How to open an account with HOA invest (00:11:58)

8. HOA Invest’s ease of use for the busy managers (00:19:04)

9. Ad Break - HOA Invest (00:21:42)

10. The Safety of HOA Invest (00:22:20)

11. How HOA Invest keeps you under the FDIC insured limits (00:24:26)

12. Can small HOAs work with HOA Invest? (00:26:18)