Category: Other Alternative Investment Options

Boost Your Retirement Planning with a Self-Directed HSA

Most Americans consider a 401(k) or an IRA the best vehicle available for retirement planning.  A Health Savings Account (HSA) may be another flexible option.  Established by the U.S. government in 2003, a HSA offers even more tax advantages than a 401(k) or an IRA when used to cover medical expenses. Similar to a retirement plan, a Self-Directed HSA allows…

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Going Global With Your Self-Directed IRA

The world is flat.  Well, not technically, but some investors have begun to diversify internationally seeking attractive returns in emerging markets.  Our office is experiencing an increase in real estate investments involving Latin American countries such as Mexico, Costa Rica, Guatemala, Panama, Dominican Republic and Brazil.  Underdeveloped countries can offer tremendous wealth building opportunities for real estate investors. However, as…

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Can Alternatives Provide Income in Retirement?

In a recent article shared by our friends at FNEX, we review how alternatives can provide income in retirement? Equity and bonds do not offer uncorrelated returns. Thanks to the intervention of central banks – and their quantitative easing programmes – both bond markets and equity markets have risen in unison over the past five years. Read more from FNEX….

Top Reasons for Investor Crowdfunding Participation

Ever wonder what the noise about crowdfunding is all about? Why are so many people jumping on board? In this post, we’ll discuss the top reasons that investors are participating in crowdfunding and who the primary investors are. Key Drivers of Investor Crowdfunding Participation Survey data released by The Crowdfunding Professional Association (CfPA) in November of 2013 indicated the top…

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Capital & Low Rates Fueling Real Estate Optimism

Why the Recent Surge in Real Estate Optimism? According to a survey conducted by international law firm DLA Piper, commercial real estate executives are overwhelmingly optimistic on the outlook for their industry through the next 12 months. DLA Piper’s Global Real Estate Practice Co-Chairman, Jay Epstein, says “The abundance of capital and low interest rates are big factors.”