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  • ALTERNATIVE-ASSETS-IRAS-TAX-EFFICIENCY

Are Alternative Assets Right for Your Portfolio?

  Alternative investments have been steadily growing in popularity over the last several years due to technology and changes in the regulation of securities. The term “alternative assets” can be used to describe the broad range of vehicles available that are designed primarily to mitigate risk and manage volatility. Until recently, they have been considered investment tools for the ultra-wealthy and included such asset classes as private equity and debt, real estate, precious metals, and more. Today, the everyday investor can now invest in many forms of real estate, startups, cryptocurrency, and hundreds of new asset classes. The average investor ...

January 14th, 2022|
  • RETIRMENT-SELF-DIRECTED-IRA-REALESTATE-RETIRE-EARLY

Is Real Estate Part of your Retirement Plan?

It is generally agreed that a balanced portfolio is a sensible strategy for most folks planning their finances for retirement. But what does this usually look like? Typically, most people have some mix of directly owned stocks or through a mutual fund or EFT, bonds, and perhaps some other asset classes. Real Estate is considered a solid alternative to adding to the mix. Why? It often performs as well as the S&P 500 (historically, this has been the case, as seen in this Fool.com article) but doesn't tend to fluctuate as stocks do. So there is a little more confidence and ...

April 4th, 2021|

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