Insight & Updates

Want more out of your investment portfolio than the standard pile of mutual funds? Looking to break free In unique ways? If you’re self-employed or run a small business, you’ve probably come across the SEP IRA as an option for more freedom. But what many people don’t realize is that a Self-Directed SEP IRA isn’t …

Some investors see a private company on the rise and think: If only I could get in early. Others know a local business owner who needs capital and think: That could be a solid investment. But few people realize they can use retirement funds to do exactly that, without relying on the stock market or …

Most people know the basics. Gold holds value. It can hedge against inflation. And it offers a sense of security in uncertain times. And that’s why investors often turn to it when the markets get shaky. But what doesn’t always get discussed are the quieter, less obvious advantages—especially when you hold gold in a Self-Directed …

You hear a lot about stocks and bonds in retirement planning. Maybe even real estate. But private equity? That’s a lesser-known path—and it’s one that’s gaining traction with investors who want to take more control over what they own and how they grow wealth for the long haul. A Self-Directed IRA is a vehicle through …

Maybe it’s not the flashiest way to invest. But for some retirement savers, tax lien certificates are a smart, steady way to grow wealth…especially when you pair them with a Self-Directed IRA. They’re relatively low-cost to enter, backed by real property, and in many cases, they generate strong interest payments. It’s no wonder more investors …

Real estate investing can feel like a distant goal, especially when you’re focused on long-term retirement planning. How many investors have the money to own a multi-family home, for example? Between the upfront capital, the know-how, and the logistics, it’s easy to assume it’s out of reach unless you’re already wealthy. But that’s where a …

We get it—gold isn’t everyone’s first thought for retirement. It’s a metal, after all. But for some investors, especially those who lean more conservative, it offers something the markets often don’t, which is a sense of stability. Precious metals like gold, silver, and platinum aren’t tied to corporate profits or geopolitical news cycles. They’re physical …

It sounds like a niche play. Tax liens investing? Inside a Self-Directed IRA? But for experienced investors—and even some beginners—it’s an approach that can offer high potential returns, secured by real estate, without the need to buy entire properties. The catch? You’ve got to understand how it works. Because while tax lien investing can be …

Owning a beach house sounds like a dream. But for some retirement investors, it’s more than just a fantasy. It’s a legitimate part of their retirement strategy. With a Self-Directed IRA, you can buy a vacation rental property and use it to generate income, build equity, and grow your retirement savings in a tax-advantaged way. …

Running your own business takes a lot of guts. It takes creativity. It takes a strong sense of direction. But when hustling to serve clients or manage your operations, it’s easy to push retirement planning down your list of priorities. A Self-Directed SEP IRA can help, by giving you a powerful way to build tax-advantaged …