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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…

5 Tips for Private Lending to Fix and Flip Investors

September 20, 2017

When most people think about investing in real estate, being the lender rarely comes to mind.   It can be very attractive from a risk reward perspective with typical yields in the upper single digits to low double digits and without the same burden of owning real estate directly.   There are two primary ways to source private lending investments.  1. Direct to borrower 2. Partnering or investing with an existing lending company such as ours. I wanted to share five quick tips on what to look for and do if you intend to lend direct to a borrower to help better protect yourself and your investment. Continue reading…

Planning 4 Prosperity Alternative Investment Symposium Brings Experts Together to Offer Retirement Investment Education in Orlando on Friday, September 8

August 29, 2017

NuView Trust Company sponsors fifth annual symposium featuring high-profile speakers and panelists to educate retirement investors about real estate, mortgages, tax liens and other alternative retirement investment strategies available via self-directed IRA accounts; event proceeds benefit ‘Chair The Love’ Foundation. Continue reading…

Client Success Story – Finding High-Yield Investments

August 28, 2017

STEVE LANDAAL

This month we’re featuring our client, Steve Landaal, VP of Portfolio Management. Steve was born and raised in Wisconsin and describes himself as a huge Packers Fan. He resides in Orlando with his bride Darla of 33 years.

Steve shared with us, after losing money in the stock market and, out of desperation, he decided to seek out a better and safer way to grow his retirement savings which was when he learned about self-directed IRAs and the opportunity to find high-yield investments.

Steve met with Austin Holloway, NuView’s Business Development Manager over coffee. After meeting Steve and Austin realized they shared many of the same values personally and with business. Steve said Austin elevated his game with Self Directed IRA’s and at that point he and his wife decided to place some capital in a NuView Self-Direct IRA. Continue reading…