50-Somethings: Is Your Retirement Saving Behind Schedule?

Life happens. Maybe you had kids. Maybe you got clobbered by…

Survey: Most Americans Have No “Bear Market” Retirement Plan In Place

Federal banking regulators routinely force banks to “stress…

Self-Directed IRA for Independent Minded Investors

Lots of people want or need a financial advisor to work with…

Overseas Properties in a Real Estate IRA

Many of our clients are actively looking to diversify their retirement…

Return of Stock Market Volatility Underscores Need For Self-Directed IRAs and Diversification

February 2018 has been a stressful month for stock investors.…

Are You Ready for a Self-Directed IRA?

A Self-Directed IRA is a proven way for investors to gain access…

Here's Why 2018 Is a Great Year to Start a Self-Directed Roth IRA

Roth IRAs have long been a good deal for Self-Directed IRA investors…

Study: Fair Sailing Ahead for Real Estate IRAs

Real Estate IRAs have had a very nice run over the past several…

Private Equity In Your Self-Directed IRA

Own tomorrow's Dow components today! Or we hope, anyway. But…

Bitcoin in a Self-Directed IRA - Is It Right for You

The rise of cryptocurrencies is getting a lot of press lately,…