Investing

The Traditional IRA vs The Roth IRA. How Do They Work, And Which One Is Best For You

August 16, 2021

Let’s talk about how the traditional IRA and the Roth IRA work.

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Investing in Real Estate with a SDIRA: Everything You Need To Know

September 30, 2020

A self-directed individual retirement account (SDIRA) gives you the advantage of investing in alternative assets, such as real estate. It enables you to diversify your retirement portfolio and grow the funds higher. Continue reading…

Building Tax-Free Wealth With Your Self-Directed IRA

August 6, 2020

If you’re feeling frustrated with not being in charge of your own investments, the answer may be to self-direct your IRA. We have thousands of clients who feel much more confident in their own choices, than those brokered by others.

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I Was Wrong! How I Missed The Boat By Not Investing In Mobile Home Parks

August 4, 2020

My mother always told me to stay away from trailer parks. Did yours?

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

April 16, 2020

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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Interview | Let’s Talk About the Real Estate Market

April 10, 2020

NuView CEO, Glen Mather, interviews client and friend, Greg Bond, about self-direction, investing history, and the current real estate market.