NuView February Update

February 5, 2019

A business partner of mine called me a few weeks ago, and after catching up, learned he was heading to the small county airport nearby to sky jump.  He had never talked about it, and although I shared my opinion, he disagreed with my hypothesis that the risk certainly outweighed the short feeling of euphoria caused by dropping like a stone before his parachute would open (hopefully).

Our clients often hear similar remarks from friends, suggesting that self-directing is somehow illegal, and if not, certainly dangerous.  They say the safer approach is sticking to stock market solutions, reducing risk through mutual funds, and better than that, index funds.  Yet, the number of IRA clients that self-direct with NuView are growing at a rate approaching 20% per year, and collectively, their asset values are growing as well.

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Unintended Consequences of Government Policy

Government policies have a strong influence on the economy and markets.  Those policies can accomplish both their intended results, but also create unintended consequences.  The specific government policies that we are referring to include zero interest rates, quantitative easing, excessive growth of government spending in excess of tax collections and GDP growth, tax cuts, tariffs, and restrictions on foreign governments.  All of these policies may have good intentions but they do not occur in a vacuum.  We believe there are three unintended or ignored consequences:

  • Government and corporate debt have exploded
  • Inflation may begin to accelerate leading to stagflation
  • The dollar’s international reserves status is threatened

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A Guide to Real Estate Syndication


Making a career out of investing in real estate is not exactly the easiest thing. Like a lot of investments, real estate investments tend to start out small before progressing into something bigger. However, this progression could take years and for the ambitious real estate investor, the idea of spending years of their career investing in turnkey rental properties doesn’t seem too appealing. Fortunately, real estate investors can gain the financial momentum to fast track their career via a concept known as real estate syndication For real estate investors looking to learn more about real estate syndication, this article will provide a complete guide to the concept to help them broaden their knowledge.

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Two Assets That Can Drive Wealth

We know that keeping your financial future secure is one in every of the foremost vital goals of any prudent investor.  Throughout economic uncertainty, social unrest, or worldwide crisis, gold and silver are crucial assets and fundamental investments of a well-balanced diversified portfolio.

Some gold drivers to keep your eye on in 2019 are broken into four categories below:

  • Wealth and economic expansion
  • Market risk and uncertainty
  • Opportunity cost
  • Momentum and positioning

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Whole Note Passive Real Estate Investing

I remember as a boy when my Grandmother Anna lived off her bank CDs. She earned a fair interest rate back then while enjoying predictable monthly payments.

Those days seem to be long past, but if you are looking for a low risk secured investment with predictable monthly payouts similar Grandma Anna’s CDs, perhaps becoming a Whole Note Passive Real Estate investor is your solution.

If you are like me, you may have never heard of Whole Note Passive Investing.  Several years ago, I learned and wish I had would have had this knowledge in my twenties when I was just starting out.

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Setting Goals for 2019

January 3, 2019

I have a friend, Craig, who is a local custom builder and has been part of all the ups and downs of the construction industry here in Florida.  I thought it was a challenge operating a Trust Company until I heard about his issues; when times are good, it is extremely difficult to find subcontractors such as framers, roofers, electricians, concrete pourers and others.  When times are bad, you just don’t have buyers, yet you still have to pay your staff regardless.   While Craig has successfully navigated his business for over 30 years, I’m most impressed at his dogged tracking of his retirement planning.

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Self-Directed Regulation D Real Estate Fund Investments


You’ve set up a self-directed IRA account at Nuview Trust Company and you have or are in the process of deciding how to invest your IRA funds.  For many investors they are interested in having exposure to real estate as part of their IRA portfolio.  Through your self-directed IRA you may choose to invest directly in buying or owning a piece of real estate, while abiding by the limitations set for IRAs (generally restricting you from buying something for personal use or from transacting with certain members of your family).  For many investors they choose to invest in a “fund” that is limited to real estate investments to achieve exposure to real estate.

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Recession Resistant Asset Class – Mobile Home Parks

A portfolio of mobile home parks purchased at the right price have proven to be a remarkably recession resistant investment. If you are concerned about a possible near-term recession and are looking to position your IRA defensively, you should consider investing a portion of your capital into mobile home parks.

Here are a few reasons why mobile home parks have delivered profits year in and year out, whereas their cousins (apartment buildings) were far more erratic over the last few recessions.

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Why Invest in Mortgage Notes?

November 29, 2018


What are the real, tangible benefits of investing in mortgage notes? What are the practical advantages for you?

There are many, including:

  • Passive income and cash flow strong returns
  • Multiplying your capital
  • Concrete security for your capital providing real, and much needed help to homeowners
  • Eliminating many of the challenges of old school real estate investing

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Wrapping Up 2018

It’s about time to close the book on 2018 – and what a year of change!  If you recall, the optimistically named Tax Cuts and Jobs Act that was passed less than twelve months ago is now about to affect most of us and we will soon discover if it was all that it was cracked up to be.  Meanwhile, my friends that are preparing for retirement the traditional way with stocks and bonds have had a choppy last few months, that’s for sure. Continue reading…