Secure Act 2.0 Update And IRA Implications By Nuview Trust President – Jason De Bono
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How The Proposed Build Back Better Agenda May Negatively Impact Self-Directed IRAs
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February Update: 2021
CEO Updates
Something interesting happened last week, as I am sure we are all now aware. During a meeting the next day, a colleague turned to me and asked what I thought about the recent debacle regarding Game Stop. I sheepishly confessed I had not even heard about the controversy. It seems that since I moved my […]
Continue ReadingCEO Update: May 2020
CEO Updates
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 […]
Continue ReadingThe Obligation and Opportunity of Self-Direction in a Crazy Market
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Investing,
I couldn’t help remembering the last time I felt so helpless – September 11, 2001. The country was frozen – trying to understand the level of hatred it took to plan and execute the death of so many innocent lives. The uniqueness of about sharing a seminal event together as a country is unique – some […]
Continue ReadingNuView COVID-19 Update
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Together we are facing COVID-19, an unexplainable virus that has disrupted most of our lives, whether it is travel, entertainment, worship or perhaps even employment. While it seems we aren’t able to control a lot during these unprecedented times, NuView remains focused on helping our clients.
Continue ReadingApril Update From Our CEO
CEO Updates
Greetings from our World IRA Operations just outside Orlando – just far enough outside that we have avoided the “Shelter in Place” edict for Orange County. Although NuView Trust is considered an “essential business”, we do have the freedom to move about from work to home and the grocery. This provides all of you full […]
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Timing the Market? Good Luck.
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Back in 2006, housing prices were growing at 10% per year in Central Florida, and I had plowed any IRA funds I had into the real estate. I then found a brand new home development outside Orlando, offering a home that what I felt was at a 10-15% market discount, and using my savings and […]
Continue ReadingBig Things Are Happening in 2020!
CEO Updates
Happy New Year to you and your family! A special gift, delivered just before Christmas, is the governmental treat called the “SECURE Act”. Who could argue with the acronym: Setting Every Community Up for Retirement Enhancement? How will this affect all of us? I won’t drag you through the 29 separate provisions, but it may […]
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Wrapping Up 2019
CEO Updates
What an amazing year it has been – with only one more month to get our act together and make a final stab at fulfilling those personal promises we make in January. I just returned yesterday with thirteen generous people from a trip to Belize, where I had the experience of giving away 280 new […]
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