The Payoffs of Private Lending – NuView Client Success Story

January 9, 2018

“The first month I saw the payments going into my NuView account I knew I had made the right decision. Several borrowers paid off the loans ahead of time. I just needed to see the money coming in to believe it.”


Our featured client of the month, Jim, had been investing in the 401K his company provided for him in the telecom sector since the early 90s. According to Jim, “The return wasn’t great but the employer matching was enticing.”

In 2013, he left the corporate world to go full-time into real estate and had a small amount of funds he wanted to rollover into something but was not sure of the best option. When his accountant suggested a self-directed IRA with NuView he was intrigued with the idea. Jim had never heard of a self-directed retirement account before then and took some time to research and consider this is an option. Jim’s accountant had several clients that were also clients of NuView Trust and she highly recommended NuView as the best self-directed IRA custodian to work with. In early 2014, Jim finally pulled the trigger and opened up an account with NuView Trust rolling his funds over to reap the benefits of self-direction.


private lending


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Investing in Bitcoin with an IRA

December 21, 2017


Got questions about Investing in Bitcoin using your IRA? Austin provides the answer in this video.

Click to read Austin’s article on Bitcoin Investing within an IRA or hop over to our Cryptocurrency page to learn about using a Self-Directed IRA to invest in Cryptocurrency!

Creating Wealth USA Clients Raise Funds to Deliver 200 Wheelchairs to Families in Need Across the Globe

December 18, 2017

Funds were raised in a one weekend workshop to be delivered to the Wheelchair Foundation on behalf of Central Florida’s Chair The Love Foundation.


LONGWOOD, FL, December 13  At a recent Real Estate Investment Workshop in Orlando, hosted by Creating Wealth USA, attended by a national audience, participants generously provided over $30,000 to purchase 200 wheelchairs for the Chair The Love Foundation, which benefits the larger national organization, The Wheelchair Foundation.   Unlike most symposiums of their type, a significant focus was placed on the power of charity, and how that should be an important part of their business and personal development.

chair the love Continue reading…

Bitcoin Investing with an IRA

December 15, 2017

Written By: Austin Holloway, Director of Business Development for NuView Trust.


If you have social media or follow financial news, you’ve probably seen the latest buzz about Cryptocurrency such as Bitcoin, Ethereum, Litecoin, Ripple, Dash – the list grows daily. At NuView, I continue to get this question more often: “How do I invest my retirement funds into Bitcoin?” Today I am here to answer this question for you. I, nor our firm NuView Trust, endorse or recommends any investments; this article is for educational purposes only, invest at your own risk.

bitcoin-Cryptocurrency Continue reading…

NuView’s 2017 Holiday Client Networking Event

December 12, 2017

A sneak peak of photos from our holiday event that took place on December 7th at Kasa Restaurant downtown Orlando. We want to thank all who attended and helped make it an enjoyable night to kickoff the holidays!


NuView Client Networking Holiday Event3 Continue reading…

Real Estate Self Directed IRA Solutions

December 1, 2017

real estate self directed ira solutions

Historically, real estate has given many Americans with a stable investment vehicle that offers both income and appreciation. One of the greatest tools available to real estate investors is the Self-Directed IRA – a government-sponsored retirement plan that allows real property investments.

Most investors believe that their only IRA(Traditional/Roth)  investment options are bank CDs, the stock market, and mutual funds.

Few Americans realize that they have the option to Self-Direct their IRAs and other retirement plans into real estate—and that they can benefit from the tax advantages those plans provide. Continue reading…

How NuView Client, Lloyd, Earned $25,000 Profit on his First IRA Investment – Tax Free!

November 30, 2017

client investment success

Our Featured Client of the month, Lloyd is a retired banker, currently a landlord and real estate investor. Lloyd started investing in real estate because he wanted control over his investment decisions and felt that real estate was a hard, tangible asset that would accomplish what he wanted. Not to mention, a less risky choice than many other investments. Lloyd first got serious about a self-directed IRA after he heard Glen Mather, the CEO of NuView Trust make a presentation at a Jacksonville Real Estate Investor’s Association meeting. Lloyd says he knew previously about self-directing through IRAs but had not seriously considered investing through an IRA until hearing the presentation and finally started looking into it.

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Leveraging your IRA to Invest in Real Estate: A Mathematical Analysis

November 28, 2017

Authored By: Greg Emmer

The benefit of having a self-directed IRA is the autonomy that the account holder has in the scope of investments he/she can take part in.  With the housing market hitting new highs every day, an increasingly popular strategy for an IRA is to invest in real estate.  That is, buying properties, renovating them, and subsequently selling the home for a nice profit.  When implementing the right acquisition strategy, an investor is certain to find several suitable purchase opportunities in today’s marketplace. Continue reading…

Alternative Investments Are Not Created Equal

November 3, 2017

Written By: Andrew Lanoie, Founder and CEO of Four Peaks Capital Partners LLC


These days there’s a myriad of alternative investments, which one is right for you?

Alternative investments like real estate; commodities; tangibles like gold, art, wine, and stamps; private investments; private equity and venture capital have long been utilized by investors to hedge against stock market volatility. This is because alternative investments are theoretically uncorrelated to the broader stock and bond market and therefore insulated from broad market swings.

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