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Beware: 6 Fallacies About Retirement Plans

August 29, 2019

1. You must invest in stocks, bonds, and mutual funds to be compliant with the IRA

Not true – Since 1975 the rules for IRA investments have been relatively consistent, as long as you avoid collectibles and life insurance, most other assets can legally be held in an IRA. It is a Wall Street myth that has caused the general public to ignore the potentially higher returns of private, non-traditional investments.

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Client Network Night: Welcome from Glen Mather

July 2, 2019

Welcome all of you to our summer 2019 client event !

What an interesting time it has been – an economy that has had a long run.

Recently, the Wall Street Journal had an interesting article about the economy – written about how we tend to just measure it based on the price of things, and how many of us focus on housing and land, and whether we and our friends are employed.  Economists call this “Consumer Confidence” – how the public feels about how well they are doing and how positive they are about the future.

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We are Our Own Investment Opportunity

July 1, 2019

The global population is aging at a rapid pace; the world population of seniors (60+) is expected to double by 2050[1]. This trend is apparent in the US as well – by 2030, older people (65+) are expected to outnumber children (18-) for the first time in US history[2]. Alternative investment strategies focused on age-related technologies and life sciences offer a unique “do good, do well” opportunity.  Florida in particular may be an especially interesting market by being at the epicenter of these demographic trends along with aging technology and life science innovations.

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Self-Directed Accounts: No Longer A One Size Fits All

Planning for a successful retirement can be an intimidating task, to say the least. While many people are saving for retirement through employer-sponsored plans like 401(k)s or 403(b)s, there are additional options that can make all the difference between getting by and continuing to build wealth into your golden years. IRAs have been around since 1975, and while most people are somewhat familiar with them, very few people are aware of the full scope of opportunity offered by these accounts. There are several major considerations when choosing which strategy is right for you.

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