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(800) 395-5200 or Schedule A Call

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

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So far custodian has created 44 blog entries.

Retirement News: Millenials, Small Business, and Lawsuits

The Millenial Shuffle? Forbes is reporting that Millenials (those of us who are really 30 and under) are seriously deficient in their retirement saving. The reasons proffered include disinterest in standard retirement plans due to recent market volatility, huge student loan debt, and general youthfulness (i.e. “Retirement? Isn’t that something that you worry about [...]

2018-08-21T08:56:14-04:00 October 3rd, 2013|Financial News|

Scary Things About the Stock Market #1

Obviously the Stock Market is the eventual end point for most workers’ investments, retirement or otherwise. Your financial advisor is going to tell you that, historically speaking, it’s the most stable thing out there. Consequently, it’s where s/he’s going to place your bets. If you’re investing via a company 401(k) then you’re limited to [...]

2018-08-21T08:59:28-04:00 August 30th, 2013|The Idea of Business|

Running the Retirement Well Dry

A recent survey from State Street Global Advisors draws a conclusion that seems inevitable in the contemporary market. Investors want a monthly retirement income, in addition to whatever they may get from Social Security. That seems like an obvious desire as that is indeed the whole point of retirement saving: having money to live [...]

2018-08-21T08:58:09-04:00 August 2nd, 2013|Financial News|

Did the Technology Train Miss the Retirement Station?

The positive implications of technology are so ubiquitous that the general public has become inured to the constant proclamations of breakthroughs, game changers, and world shifting inventions. In the realm of medicine, it’s taken for granted that new treatments will be discovered, life spans will be extended, and diseases will slowly but surely fall [...]

2018-08-20T16:56:18-04:00 July 5th, 2013|The Idea of Business|

Retirement in the News

Local Government Cuts Pension Plans Trying to avoid possible bankruptcy, the city of Detroit continues to outline major budgetary cuts and cost saving maneuvers. Amongst the more noticeable of these cuts is a massive reduction in pension benefits. These would include reducing existing pension checks, as well as eliminating pensions completely for those who [...]

2018-08-21T08:55:02-04:00 July 1st, 2013|Financial News|

Five Killer Mistakes that New Real Estate Investors Make

Last time we spoke about the kind of property that a novice real estate investor might want to purchase for his/her retirement fund. A conservative rental, single or multi-family, was offered as a good option because of the cash flow that it generates. However, not all rental properties are created equal. Here are 5 [...]

2018-08-20T17:05:18-04:00 March 18th, 2013|How To|

Real Estate for the Little Guy #2 – Practical Considerations

A few weeks ago we looked at the case of Rachel: a successful nurse who had $200k in her 401(k) and wants to get into real estate. Rachel had no previous real estate experience and wanted to jump right away into big commercial deals. We explained in Part 1 why that would not be [...]

2018-08-21T08:46:04-04:00 March 4th, 2013|How To|

3 Investors Who Should Stay Away From Self Directed IRAs

Self directed IRAs certainly have a number of advantages over standard retirement plans. They give you unlimited access to various asset classes, do away with a ton of retirement-crushing fees, and allow you to take a break from the topsy turvy roller coaster known as the stock market. That being said, there are still [...]

2018-07-23T17:42:20-04:00 February 14th, 2013|How To|

A review of “Pound Foolish” – Exposing the Dark Side of the Personal Finance Industry

What’s better? To live an opiated existence and see the world through rose colored glasses, or to actually get a glimpse of reality with all of its cringe inducing flaws? If we’re talking about Twinkies (R.I.P.), then please leave me alone while I devour the yellow goodness. I don’t want to know what’s in [...]

2018-08-20T16:34:30-04:00 February 11th, 2013|The Idea of Business|

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