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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6 Reasons Why You Should Self-Direct Your IRA: An Infographic

November 29, 2017

self-directed ira infographic

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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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Diversify Investment Portfolio for Retirement: Consider Converting 401K and/or Roth IRA to Self-Directed IRA

October 31, 2017

Diversification is one of the most powerful concepts available to investors. Your retirement portfolio benefits from having a variety of holdings, including of stocks, bonds, ETFs, mutual funds, and alternative investments. Diversification aims to maximize return by investing in different areas that would each react differently to the same event. That is, some assets zig while others zag. For example, bond prices rise during recessions, periods that usually sees bearish stock markets. Most investment professionals agree that, although it does not guarantee against loss, diversification is the most important component of reaching long-range financial goals while minimizing risk.

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Making Strides Against Breast Cancer Walk – Orlando 2017

Strides Against Breast Cancer walk

 

The NuView Team joined over 50,000 walkers and runners to show their support at the Making Strides Against Breast Cancer Orlando 5k Run and Walk on 10/28. This event is a powerful and inspiring opportunity to unite as a community to honor breast cancer survivors, and raise awareness about steps we can take to reduce the risk of getting breast cancer. Continue reading…

The IRS Does Not Approve IRA Investments

October 30, 2017

Written By: Bryan Ellis, CEO of SelfDirected.Org

 

The capital you’ve saved and built in your self-directed IRA is precious. For many, it’s the sum of your blood, sweat and tears over decades of a work and represents the payoff for missed little-league games, late nights at the office and more stress than anyone should have to bear.

For those reasons, job #1 of the wise self-directed investor is to protect your capital at all times. Protection first, growth second.

That’s why you might be inclined to think that you should give extra weight to anything actually approved by the IRS as an investment for your IRA… right? Continue reading…

Diversifying With Notes & More: NuView Client Success Story

Our featured client of the month, Sean is a CPA living in Orlando Florida. What amazes us about Sean’s story is, that by speaking with one of his clients about diversifying into real estate, he was able to gain control of his retirement.

He was then referred to NuView Trust, and after doing some research, he realized NuView Trust was the best fit for him. Sean explained that he first realized the power of self-directing his investments with NuView “when I made my first 10% return in a month. I haven’t looked back since”.

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NuView Client Success Story – Investing in Secured Notes

September 28, 2017

Our featured client of the month, Shawn S. is the Director of a Non-Profit Organization. What’s fascinating about Shawn’s story is the speed of his success after rolling his 403(b) into a NuView self-directed IRA at the beginning of this year.

In his 50s with a 403(b) performing miserably, Shawn started researching ways to gain higher and more dependable, secured earnings. Managed funds were experiencing unacceptable losses and had high management fees. He first started researching real estate investing but soon concluded that active flipping or wholesaling was not ideal with not enough time on his hands and lack of expertise in that type of investing. Continue reading…

Hiring an Investor Friendly Real Estate Agent

September 25, 2017

The field of real estate is attractive to those looking for a challenge and many people are drawn to real estate for the possibility of more freedom and extra income. One of the fields that dominates the real estate industry is that of a licensed real estate agent. Real estate agents can be either a sales associate, broker associate or the managing broker on file. A sales associate must be licensed for two years before being able to apply and test to become a broker associate or broker. With over 220,000 real estate agents in Florida alone, how can you ensure that yours is working in your best interests and understands enough to truly help you? Continue reading…

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