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Financial News

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Alternative Investments: How the Average Investor Can Diversify and Grow Their Portfolio

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 [...]

2018-08-20T16:35:07-04:00 June 20th, 2018|Financial News, How To|

When is the Right Time to Rollover to a Gold IRA?

A Gold IRA is an individual retirement account that holds its value in physical gold bullion or coins. These accounts are sometimes referred to as Precious Metals IRAs, because silver, platinum, and other precious metals can also be added as investments. Since gold is the most commonly purchased metal, “Gold IRA” is an umbrella term [...]

2019-04-04T13:31:28-04:00 January 11th, 2016|Financial News, How To|

Keep Them 401(k) Doggies Rollin’

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 [...]

2018-08-20T21:00:04-04:00 February 26th, 2015|Financial News|

Too Big to Save

Do you have a good investment opportunity for your retirement funds? Just make sure that it’s not too good, because otherwise the government might feel bad. What the Government Saw Here’s the deal. The GAO (Government Accountability Office) just released a study in which they took a good long look at IRA accounts and [...]

2018-08-22T07:48:36-04:00 November 24th, 2014|Financial News|

Sell-offs, Brain Scans, and Lawyers – Oh My!

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 [...]

2018-08-21T09:31:10-04:00 October 8th, 2014|Financial News|

The Perfect Storm for 401(k)s

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 [...]

2018-08-22T07:44:58-04:00 September 11th, 2014|Financial News|

Conservatively Alternative

Bloomberg reporter Meghan Morris recently brought to light a new asset trend for investment firms. Rather than going after the spectacular success that can come with playing the stock game, many are turning to alternative assets such as real estate and private equity. And they’re doing so for what seems to be a counterintuitive [...]

2018-08-20T16:54:52-04:00 August 7th, 2014|Financial News|

The Rollicking Renegade of Retirement Rollovers

It’s one thing to break the law. It’s quite another to do it under IRS guidance. In a recent WSJ article by ace Laura Sanders, we find out all the details about how the IRS actually paved the way for an infraction of U.S. tax law. Here’s how it went down. It started with [...]

2018-08-22T07:47:35-04:00 May 15th, 2014|Financial News|

Investment Fads – From hula hoops to search engines

Quick! Your money and your retirement rely on giving the correct answer to the following question. Which of the following is just a passing fad: Social Media Search Engines Smart Phones Streaming Video There are a number of major blue chip companies that are betting on each of these products continuing their hot ubiquity. [...]

2018-08-20T17:14:14-04:00 April 23rd, 2014|Financial News|

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