alternative investing

Commercial Real Estate Debt: an Alternative to Boring Fixed-Rate Investments
  • Commercial Real Estate Debt: an Alternative to Boring Fixed-Rate Investments

Commercial Real Estate Debt: an Alternative to Boring Fixed-Rate Investments

By |April 7th, 2016|

It’s one of the most universally-accepted principles in investing: your portfolio should combine higher-risk, higher-ceiling investment vehicles, and lower-risk vehicles offering more modest returns. As your portfolio matures and you get closer to retirement, your overall mix of investments should tend toward the latter to preserve wealth and mitigate risk. There is much more […]

The Secret IRA Your Advisor Doesn't Know About
  • The Secret IRA Your Advisor Doesn't Know About

The Secret IRA Your Advisor Doesn’t Know About

By |February 18th, 2016|

Most investors mistakenly believe they have a “self-directed IRA” when in fact they really have a multiple choice IRA.  You may self-direct your account as long as you buy stocks, mutual funds, or bonds inside of the plan administrator’s approved plan.  You may have hundreds and even thousands of choices of where to put […]