Investing

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.

The Obligation and Opportunity of Self-Direction in a Crazy Market

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 remember the assassination of President Kennedy in much the same way. 

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I Own Notes in My Retirement Account, What Do I Do Now?

March 31, 2020

There is no question that we are in unprecedented times. People have seen their stock values plummet, incomes drop or stop, and their businesses into an area of uncertainty. All of those unfortunate events will eventually start to affect all areas of real estate. In this article, I will focus on those of you who own performing real estate backed notes in your retirement portfolio.

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Timing the Market? Good Luck.

February 3, 2020

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 a mortgage, purchased the $300,000 rental.  Even though I had a $500 per month negative on cash flow, I figured that capital appreciation and future rental income would certainly close the financial gap soon.

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Self-Directed Accounts: Do you know your Limit?

January 31, 2020

Ensuring that you will have a successful retirement is not a task to be taken lightly–you should enjoy the road to retirement while thinking of investment options, after all, you’ve worked hard for it. When people think of saving for retirement, they think of 401(k)s and 403(b)s which are employer-sponsored plans. One option that most people don’t consider when thinking of retirement is self-directing their IRA.

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