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Contact our Self-Directed Experts. Schedule A Call or Leave A Message

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Schedule A Call or Leave a Message

Brian Boisier

Questions? Text us at (845) 253-9306.

About Brian Boisier

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So far Brian Boisier has created 29 blog entries.

Connecting Your Future to Your Present

By Brian Boisier Here at Broad Financial, we're often asked to describe what we do, since Self-Directed IRAs are such a little known commodity in the retirement investing spectrum. And the description I keep coming back to is: We are enablers.  And no, not the kind of enablers you might be thinking of.  Enablers [...]

2019-03-20T15:02:27-04:00 March 20th, 2019|How To|

What You Should Know About Foreclosure Investments

You may have heard that foreclosure investment is a great way to make money on real estate. It is possible to secure a property at 30%-60% below its actual value, and with foreclosures, you are dealing with owners who are letting go of the property because they can no longer afford to pay the [...]

2019-03-13T10:32:43-04:00 March 12th, 2019|How To, Real Estate Investing|

JP Morgan Joins the Crypto Bandwagon

By Jacob MarkowitzWe’re all guilty of it at one point or another – that moment where we completely change our stance on something we adamantly believed previously (for me, I appropriately ate my words after initially disliking sushi). JP Morgan CEO Jamie Dimon recently had one such change of stance which may very well have [...]

2019-02-21T13:04:27-05:00 February 21st, 2019|Cryptocurrency, Current Headlines, Financial News|

The Bigger They Are…

By Jacob Markowitz Diversity. It’s the term we at Broad Financial have been preaching over and over again, and we’ll continue to do so until we’re red in the face and our voices give out. Once again, we were recently shown why it is so imperative to not put our faith solely in the stock [...]

2019-01-09T10:33:57-05:00 January 9th, 2019|Commercial Real Estate, Current Headlines, Financial News|

2018: Year in Review

By Jacob Markowitz 2018 provided no shortage of memorable moments. Facebook took hit after hit for its handling of user data, a Royal Wedding took place in England, there was an historic nuclear summit in North Korea, a Mars Rover took the Red Planet’s first Selfie, and a Supreme Court nomination process gripped the [...]

2018-12-26T12:10:43-05:00 December 26th, 2018|Commercial Real Estate, Current Headlines, Financial News|

What You Need To Know About Real Estate IRA Investing

Self-Directed IRAs with Real Estate: The Process Broad Financial makes it safe and simple for you to purchase Real Estate with your Self-Directed IRA and 401k funds. Here’s how it works: When you set up your Self-Directed IRA or Solo 401k, you’ll also be opening an accompanying checking account at the bank of your [...]

IRA & Solo 401(k) Contribution Limits

Take the Self-Directed IRA Quiz! Find out if a Self-Directed IRA is right for you based on your investing strategy/goals: TAKE THE QUIZ As of 2022, people 50 and under can contribute $6,000 in an IRA. The amount individuals over 50 can contribute is $7,000. For SEP IRAs the limit is $61,000. For [...]

2022-02-22T14:43:13-05:00 November 6th, 2018|Current Headlines, Financial News|

Why Bitcoin and Crypto Have No Future

By Brian Boisier Ok, full disclosure here.  I am the Marketing Director here at Broad Financial.  But one of the first things I did when I was hired in May was open my own Self-Directed IRA, and invest in Bitcoin on itBit.  I did this for two reasons: Before I was hired by Broad [...]

2018-10-24T13:49:49-04:00 October 24th, 2018|Cryptocurrency|

Bring On The Next Recession

By Brian Boisier If you’re like me, you were getting fed up with logging in to your IRA or 401(k) online portal to find that you’ve actually had a -1% loss over the last month. Or worse, not even having the heart to log in and check balances after reading headlines such as these in [...]


Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.