Thinking about investing in gold? Adding gold investments to your self-directed IRA can be a smart diversification choice for retirement. Read More
Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready? Read More
A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option. Read More
Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need. Read More
There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing. Read More
Equity crowdfunding has changed in notable ways since its introduction in 2012, and is now primed to revolutionize how we finance companies and investments. Read More
Diversification is Almost Always a Winning Strategy As noted in “When Stocks Decline, Alternative Investments May Help (Part 1),” the impact of asset allocation on volatility and returns has been widely debated, but a landmark study from the CFA Institute found that between 1974 and 1983, diversifying among a variety of asset classes – and […] Read More
With Bear Market Approaching, Diversification an Attractive Option Someday you may be asked: “Where were you on March 9, 2009?” For market historians, that day marked the bottom of the Great Recession: the S&P 500 had just sunk below 700 for the first time in 13 years. Goldman Sachs warned investors that the S&P could […] Read More
The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […] Read More