Insights: Miscellaneous

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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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How the New DOL Fiduciary Rule Affects IRA Owners

On April 25, 2024, the Department of Labor (DOL) published regulations on the “fiduciary rule” that applies to those who provide retirement investment advice to individuals and plan administrators. The...

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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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Investment Vehicles: Self-Directed IRAs vs. Taxable Accounts

Whether you have some money to invest now or you simply understand that you need to invest more in the future, being unsure of what vehicle to use for the...

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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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7 Things You Might Not Know About an IRA

In the spirit of April being Financial Literacy Month, it’s a great time to point out some of the details about your self-directed IRA (SDIRA) that you might not be...

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