Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account


JP Morgan Joins the Crypto Bandwagon

By Jacob Markowitz We’re all guilty of it at one point or another – that moment where we completely change our stance on something we adamantly believed previously (for me, I appropriately ate my words after initially disliking sushi). JP Morgan CEO Jamie Dimon recently had one such change of stance which may very well […]
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February 21, 2019

Can You Use a 401k to Buy Real Estate?

Since real estate investing is the most popular investment option for Self-Directed IRAs, some of the questions our experts get asked the most are "Can you use your 401(k) to buy real estate?" and "Can I use my 401(k) to buy land?" And most investors would like to do this through a rollover so as […]
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February 11, 2019

The Potential of Roth Money

As most know, there are two types of IRAs. Most people have is what’s called a traditional IRA or a tax-deferred IRA. There are no capital gain taxes in an IRA. However, with a traditional IRA, you will eventually pay the taxman. You may not do it until you're 72, when you are required to, […]
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January 16, 2019

The Bigger They Are...

By Jacob Markowitz Diversity. It’s the term we at Broad Financial have been preaching over and over again, and we’ll continue to do so until we’re red in the face and our voices give out. Once again, we were recently shown why it is so imperative to not put our faith solely in the stock […]
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January 9, 2019

2018: Year in Review

By Jacob Markowitz 2018 provided no shortage of memorable moments. Facebook took hit after hit for its handling of user data, a Royal Wedding took place in England, there was an historic nuclear summit in North Korea, a Mars Rover took the Red Planet’s first Selfie, and a Supreme Court nomination process gripped the nation. […]
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December 26, 2018

The Gift of Diversity

By Jacob Markowitz According to a Gallup poll conducted in October, American adults will spend an average of $885 on gifts this holiday season (roughly the same price of the world’s most expensive cupcake sold in 2014 – just saying). We imagine many of you have already gone to the mall and picked out the […]
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December 21, 2018

What You Need To Know About Real Estate IRA Investing

Self-Directed IRAs with Real Estate: The Process Broad Financial makes it safe and simple for you to purchase Real Estate with your Self-Directed IRA and 401k funds. Here’s how it works: When you set up your Self-Directed IRA or Solo 401k, you’ll also be opening an accompanying checking account at the bank of your choice. […]
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November 29, 2018

Why Bitcoin and Crypto Have No Future

By Brian Boisier Ok, full disclosure here.  I am the Marketing Director here at Broad Financial.  But one of the first things I did when I was hired in May was open my own Self-Directed IRA, and invest in Bitcoin on itBit.  I did this for two reasons: Before I was hired by Broad Financial, […]
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October 24, 2018
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