NuView Client Success Story: Self-Directed Freedom

May 1, 2020

Longtime NuView client, Richard, currently resides with his wife, Dolores, in Stuart, Florida, where he works as a professional real estate investor. Since getting his start with NuView in 2006, Richard has been able to directly invest his hard-earned retirement funds in what he knows best – the real estate market.

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CEO Update: May 2020

April 28, 2020

Isolation, uncertainty, business interruption, unemployment, financial distress…

Imagine a world where travel is limited, assembly of more than ten is discouraged (or illegal), and people are sequestered with their home-schooled children – not exactly a great formula for NuView to get the message out about the power of self-directing.  Like many of you, we have needed to make big adjustments while we continue to serve our clients – yet fortunately, all 45 team-members are still making it to our offices in Longwood, FL every workday to do just that.

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Between Investments? What Can You Do While You Wait?

April 27, 2020

Covid-19 has provided one of the most uncertain short-term environments for making longer-term investment decisions.  Whether it is conventional publicly-traded stocks and bonds, or even private investments, there seems to be a pause in transactions; reasonably so, as we all catch our collective breaths and try to puzzle out what might happen in the time frame between now and when a successful vaccine is available.

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7 Essential Things Everyone Must Know Before Starting a Self Directed IRA

April 26, 2020

Essential-Things-To-Know-Before-Starting-a-Self-Directed-IRA-Infographic
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A Self-Directed Individual Retirement Account (SDIRA) is a retirement savings account. A type of traditional or Roth IRA and with identical IRA contribution limits, an SDIRA is for saving for your retirement on the basis of tax-advantages. The difference between an SDIRA and IRA lies in the number of investment options. In addition to all the IRA allowed options, such as stocks, bonds, mutual funds, and other investments; SDIRAs allow you more options, such as rental properties, a privately-held company, etc. It is needless to mention that more options mean a bigger, more secure investment for your lifetime period. Continue reading…

Private Lending Made Easy

April 23, 2020

Guest presenter, Alan Cowgill, will show you how you can get the money you need to buy single-family houses, commercial buildings, apartment complexes, or luxury homes, regardless of your credit or financial situation!

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Diversifying Your Portfolio: Why Now Might Be The Time To Take The Leap

The recent volatility in the public markets has many investors reeling. If you’ve spoken with your financial advisor recently, you’ve likely heard something along the lines of “a long-term disciplined approach to investing with a well-diversified portfolio is the best strategy for financial success”. It’s also probable that your advisor has suggested an investment portfolio consisting almost entirely of mutual funds. Some funds will invest primarily in a myriad of stocks, while others will expose you to fixed income securities such as bonds and CDs. Based on your investing time horizon and risk you’ll receive a recommended “target asset mix”. This mix is usually illustrated as a pie chart that provides what your advisor believes is an appropriate mix of equities, fixed income securities, and cash. By purchasing multiple investments that correspond to each sliver of the pie, you’re considered by many to have a well-diversified portfolio. In other words, you’re ascribing to the age-old adage of not having all your eggs in one basket.

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Over 55? Avoid Making These 6 Mistakes with Your Retirement Plan

April 14, 2020

Based on watching tens of thousands of investors make self-directed investment decisions every day for the past seventeen years – I’ve seen success and some painful failures during upturns and downturns in the market. Here are a few words of advice when thinking about adjusting your retirement assets.

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