Equity Trust Company

Equity Trust's mission is to inspire, educate, and support investors to achieve more. With an Equity Trust account, investment possibilities are nearl... more
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Monday, August 10, 2026
How Crowd Street Advisors Simplified Custody Compliance
Managing SEC Custody Rule compliance doesn't have to be a drain on your team's time and resources. Hear how Crowd Street Advisors' Chief Legal Officer describes the firm's search for a qualified cust...
Tuesday, July 28, 2026
Getting Real with John Bowens - Trump Account
A new government-backed investment account for children is generating plenty of questions. What is the Trump Account, who may be eligible for the $1,000 government contribution, and how does it comp...
Tuesday, July 28, 2026
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst.co/4wUfXuq A new government-backed investment account for children is here, and eligible families may qualify for a $...
Monday, July 27, 2026
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst.co/4wUfXuq A new government-backed investment account for children is here, and eligible families may qualify for a $...
Friday, July 24, 2026
60 Seconds or Less - UBIT Explained
UBIT, or Unrelated Business Income Tax, can be an important consideration for certain retirement account investments. In this quick video, John Bowens breaks down what it is, when it may apply, and wh...
Thursday, July 23, 2026
What Private Fund Managers Need to Know About the SEC Custody Rule
If you manage a private fund, understanding the SEC custody rule is an important part of protecting investor assets and meeting regulatory requirements. In this video, we explain the purpose of the ...
Monday, July 20, 2026
5 Reasons Why the Right Tenant Makes a Big Impact
Screen your next tenant: https://eqtytrst.co/4wPIEIV Explore the resources in the Real Estate Accelerator: https://eqtytrst.co/4fdR8Uk Finding the right tenant is one of the most important factors...
Wednesday, July 15, 2026
Raising Capital with Retirement Accounts: What Fund Managers Should Know
Learn more about Equity Trust Institutional Services: https://eqtytrst.co/4vslHuh Retirement accounts represent one of the largest sources of investable capital, yet many fund managers overlook them ...
Wednesday, July 15, 2026
Testimonial: Scott K - What Surprised You?
What stood out most to Scott about investing in real estate through a self-directed IRA? In this conversation, Scott shares what surprised him most about the experience, from the investment itself to...
Monday, July 13, 2026
5 Checks Investors Should Understand
Due diligence is an integral part of the real estate buying process; because you don’t want to find any uncomfortable surprises after you’ve closed. James Schlimmer, SVP of Real Estate Growth, break...
Wednesday, July 8, 2026
John Bowens - SEP IRA vs Solo 401(k)
More retirement savers are taking a closer look at the Solo 401(k). For some self-employed individuals, a Solo 401(k) may offer tax deduction opportunities, flexible contribution options, and the abi...
Tuesday, June 30, 2026
Withdrawing from Your Retirement Account Early?
Learn more about self-directed retirement accounts: https://eqtytrst.co/4x30Xvi More Americans are tapping into their retirement accounts than ever before. But what seems like a short-term solution ...
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