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(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

Current Headlines

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

Solo 401(k) – New 2020 Deadlines

Tax code can be confusing but that shouldn’t stop you from getting the maximum benefit. Let’s break down a recent tax change involving the new Solo 401(k) deadline and clarify what it means for you. (If you happen to enjoy tax law in all of its glorious complexity, you can check out the original Congressional bill here. Pay particular attention to Sec. 201.) Two Types of Solo 401(k) Contributions The Solo 401(k) [...]

2020-11-17T16:10:15-05:00 November 17th, 2020|Current Headlines, Financial News|

The Value of Transparency in a Bitcoin IRA Custodian

*Updated January 17, 2020: We here at Broad Financial are getting many calls from dissatisfied BitcoinIRA, BitGo, and Kingdom Trust clients who are stuck in the middle of the below legal battle between the two companies. Call us today at (800) 395-5200 to get squared away with a Checkbook IRA for Bitcoin and [...]

2020-01-17T12:29:59-05:00 August 30th, 2019|Cryptocurrency, Current Headlines|

Free Webinar: Recession Protection with your Checkbook IRA

As you continue to see headlines and articles about a potential upcoming recession, your preparation for this scenario becomes that much more paramount. You saw how it worked out for those who were exclusively tied up in the stock market back in 2008. The damage done to thousands of retirement accounts was catastrophic, [...]

2019-08-22T15:09:22-05:00 August 22nd, 2019|Current Headlines, Financial News|

A Self-Directed IRA is Your Security Against Dow Jones Plunges

The sky, I mean, the Dow is falling. After dropping by 800 points yesterday (the fourth largest single-day drop on record), The Dow Jones Industrial Average is igniting early signs of panic for investors. The gravest warning sign amid the carnage yesterday came from the inverted yield curve in the bond markets. This [...]

2019-08-21T12:31:18-05:00 August 15th, 2019|Current Headlines, Financial News|

Keep-in-Mind Content: 6/21 – 6/27

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest [...]

2019-06-27T13:37:29-05:00 June 27th, 2019|Cryptocurrency, Current Headlines, How To, Real Estate Investing|

Bitcoin and the MoneyGram-Ripple Partnership

The Summer of Crypto continues. With the recent announcement of a partnership between MoneyGram and Ripple, crypotcurrency's momentum has not only been maintained, but accelerated. In the immediate aftermath of the news, MoneyGram's stock leaped by 168%, causing some to draw parallels between this and the bitcoin boom of late 2017. "Hype" always carries [...]

2019-06-20T12:57:31-05:00 June 20th, 2019|Cryptocurrency, Current Headlines, Financial News|

Facebook Enters the Crypto Fray

By Alex Mednick Zuck Bucks have arrived. No, that is not actually the name of Facebook's soon-to-be-launched cryptocurrency, but then again, its name is yet to be officially confirmed. Rumored to be called "Libra," the new crypto comes with reports of a June 18 launch that has the tech world buzzing. Libra, as I [...]

2019-06-13T11:42:29-05:00 June 13th, 2019|Cryptocurrency, Current Headlines|

Keep-in-Mind Content: Real Estate

By Alex Mednick Presenting your weekly round-up of real estate investing news and content for your benefit and/or enjoyment: https://www.cnbc.com/2019/06/04/cold-is-the-hottest-new-real-estate-investment.html Cold storage warehouses and distribution centers are suddenly in high demand, thanks to new food delivery services such as Peapod by Giant, Amazon Fresh and Blue Apron. “It is very niche. About 2% [...]

2019-06-06T11:36:58-05:00 June 6th, 2019|Current Headlines, Real Estate Investing|

Crypto Spotlight: Michael Novogratz

By Alex Mednick No one has ever claimed that the world of crypto is uneventful. Just ask Michael Novogratz. The investment world veteran has been busy over the past month or so dropping quotes regarding his projections for the cryptocurrency. In early May, after a jump from ~$5,000 to ~$9,000, Novogratz shared his belief [...]

2019-06-05T11:18:29-05:00 June 5th, 2019|Cryptocurrency, Current Headlines|

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|

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