May 12, 2025
3 Top Reasons to Have a Self-Directed IRA If you're looking for greater control over your retirement funds and the flexibility to invest in real estate, private equity, or even crypto, it’s time to ask: what is a Self-Directed IRA (SDIRA)? Unlike traditional IRAs, an SDIRA lets you invest in…
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July 3, 2017
How do IRAs and real estate overlap and complement each other? The level of success that both clients and their real estate advisors will achieve is becoming increasingly intertwined with…
June 23, 2017
“The retirement crisis is the largest and most urgent global crisis we face today.” The world’s most respected economists and financial analysts believe the pending retirement crisis is of paramount…
June 16, 2017
by Guest Contributor Kathy Fettke The Federal Reserve kept its promise and raised interest rates for the 2nd time this year by a quarter point on Wednesday. Some critics say…
May 11, 2017
Congress created individual retirement accounts to give earners a tax-advantaged way to save for their retirements. The rules encourage account-holders to keep their money in their IRAs until at least…
May 10, 2017
What to Expect When You’re Self-Directing ~ Notes We want the investment process to go as smoothly as possible. Please review this list before submitting your paperwork to us.…
May 3, 2017
Want more power in your IRA? Historically, real estate has given many Americans with a stable investment vehicle that offers both income and appreciation. One of the greatest tools available…
March 22, 2017
A Message From the Fed on the Economy? The Federal Reserve followed through on its latest promise to hike interest rates. Fed Chief Janet Yellen announced a quarter point hike…
March 21, 2017
Do you have a 401(k) with a previous employer or an IRA? Are these accounts invested in stock market assets? Most retirement accounts are invested in stocks, bonds, and mutual…
March 13, 2017
By Guest Contributor Dmitriy Chebotarev Different types of equity financing structure and the potential challenges one might face when structuring an investment with joint equity partners First and foremost, it…
February 20, 2017
This may be the year that billions of dollars in commercial mortgages go belly up. These loans were financed in 2007 and are maturing this year. That means some commercial…
January 27, 2017
Recently the General Accounting Office issued its report on retirement security. It's called GAO-17-102 and it says “Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional…
January 24, 2017
By Guest Contributor Kathy Fettke The numbers are in. Sales of existing homes in 2016 were the highest in a decade... ...but inventory levels were the lowest in recorded history!…