HOLIDAY CLOSURE: Our offices will be closed on Monday, May 27, 2024, in observance of the Memorial Day holiday. We will reopen for regular business hours on Tuesday, May 28, 2024. 
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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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2023’s Impact on Retirement Strategies

As we approach the start of a new year, you may benefit from a few observations about your retirement plans and investments. 2023 has been a unique year to say...

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Your 2024 IRA Calendar

A self-directed IRA (SDIRA) has the potential to greatly benefit your retirement goals – but being proactive is key to easy management.  With the new year approaching, there’s no time...

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