Insights: Alternative Investments

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Exploring Investment Options with Self-Directed IRAs

Self-directed IRAs (SDIRAs) offer a wide array of investment opportunities that extend beyond traditional options like stocks and bonds. Investors can diversify their retirement portfolios by considering alternatives such as...

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How to Mitigate Inflation’s Effects on Retirement Savings

According to the U.S. Bureau of Labor Statistics, 2021 and 2022 saw inflation rates of 7% and 6.5%, respectively. As we know, this happened on the heels of the coronavirus...

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Why Hedging Is an Important Investment Strategy

While depository financial organizations typically allow only cash or time deposit (certificate of deposit) investments, other investment firms (e.g., broker-dealers) focus on corporate stock and other securities. Self-directed IRA custodians,...

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The Dark Side of AI: Protecting Yourself from Investment Fraud

In recent years, artificial intelligence (AI) has permeated nearly every aspect of our lives, promising convenience, efficiency, and innovation. From composing texts to aiding in financial decisions, AI has become...

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IRS Annual Requirements for Alternative Asset Valuations

The IRS requires all retirement plan accountholders to obtain and report the fair market value (FMV) of assets held in their account(s) on an annual basis. The current value of...

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Tax-Smart IRA Strategies for 2024

The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...

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