Our clients who focus on their real estate IRA are encountering a more mature point in the investment cycle. We’ve had a nice run up over the last several years. Indeed, if you had some cash to play with in 2009 and 2010 and a bit of patience, it was tough to go wrong with […]
If you’re like a lot of investors, you take a look at the stock market and occasionally have a thought that resembles a little something like “no, thanks.” Oh, we all believe in the stock market, to be sure—it’s one of the most reliable methods of investing there is if you’re properly diversified. But that […]
Most of us have the same financial goals. We want to take care of our families. We want to take care of ourselves. We want to work towards retirement with confidence that our decisions are the right ones, and we want to see our wealth grow. We want to retire with plenty of money left […]
“Self-directed” is a phrase that intimidates a lot of people. If you’ve never really been too forward-thinking or controlling when it comes to your personal finances, then it’s difficult to imagine a scenario in which you might be in charge of your own retirement account. But the truth is, you’re always in charge of your […]
Ask any person on their street what their retirement plan is and you’ll likely get some variation of the same answer. “I have my retirement plan through work.” “I have an IRA in mutual funds.” Some might even say “I wish I had a retirement plan!” But no matter what variation of those three answers […]
One of the many advantages of adopting a Self Directed IRA investing strategy is that you can take a ‘go anywhere, do anything’ approach to investing. You aren’t limited to the asset classes that traditional investment advisors sell or even know about. This lets you add additional diversification to your portfolio while still giving you […]
Everybody needs some liquidity in their portfolio. After all, all of us are going to have to go to the grocery store at some point before the end of the month, and we’ll have to pay cash. Cash flow is a very good thing. But Self Directed IRA owners should know that IRA money is […]
Every so often, it’s worthwhile to go over the most common mistakes Self Directed IRA owners make. Surprisingly, even though the vast majority of our own Self Directed IRA clients are successful and experienced investors, we find that even these folks are prone to making some of these mistakes, though occasionally we can alert them […]
It’s true: Self-Directed IRAs like Real Estate IRAs aren’t only the kinds of investment tools that the wealthy can use. Real Estate IRAs are available to anyone who wants to build wealth and a nest egg. But even though we think these accounts are great for a wide range of people, there are certain “personality […]
Here in the United States, Self Directed IRA investors have generally taken it for granted that the interest rates commonly available on ‘safe money’ – what investment theorists refer to as the “risk-free rate of return’ will be positive. Sure, we understand that inflation could outpace the rate of return on money markets. But at […]