Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call
Contact our Self-Directed Experts.
(800) 395-5200
or
Schedule A Call
Contact our Self-Directed Experts. Schedule A Call or Leave A Message
Contact our Self-Directed Experts.
Schedule A Call
or
Leave a Message
Questions? Text us at (845) 253-9306.
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 [...]
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 [...]
By Jacob Markowitz According to a Gallup poll conducted in October, American adults will spend an average of $885 on gifts this holiday season (roughly the same price of the world’s most expensive cupcake sold in 2014 – just saying). We imagine many of you have already gone to the mall and picked [...]
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 [...]
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 [...]
You can’t control what happens halfway around the world. Greece. China. Earthquakes. You also don’t get a say about when the feds will hike interest rates. Most of what you get lately is a front row seat to watch the wild swings in the Dow Jones Industrial Average. So the question remains: If you [...]
It’s generally a given in most industries that movement can produce profit. Whether people, products, or ideas, movement itself creates new venues where money can change hands. This is especially true in the retirement industry. When retirement funds go from “Investment A” to “Investment B”, there is a door standing open with a big [...]
Well, it’s here again. The country’s biggest sporting event is about to bombard you with targeted advertising, find new and creative ways to separate you from your money, and in general be so in your face that you wouldn’t mind relinquishing it for that root canal that you keep pushing off. Yes, the IRS [...]
Here are some of the latest must-read news items for retirement investors. 1. The Great Market Sell-off As you already know, the beginning of October saw an absolutely epic sell-off on the stock market. If you were not aware of this, you will be when you see your next statement. (If you need a [...]
In the chaotic system that is our weather, we sometimes see all the elements come together to produce an extreme event. According to Wikipedia the phrase was popularized by the title of the bestselling book “The Perfect Storm” by Sebastian Junger. In the storm described there, the three contributing factors were warm air from [...]
