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

Blog

Five Killer Mistakes that New Real Estate Investors Make

Last time we spoke about the kind of property that a novice real estate investor might want to purchase for his/her retirement fund. A conservative rental, single or multi-family, was offered as a good option because of the cash flow that it generates. However, not all rental properties are created equal. Here are 5 common […]
Read More >
March 19, 2013

Real Estate for the Little Guy #2 - Practical Considerations

A few weeks ago we looked at the case of Rachel: a successful nurse who had $200k in her 401(k) and wants to get into real estate. Rachel had no previous real estate experience and wanted to jump right away into big commercial deals. We explained in Part 1 why that would not be a […]
Read More >
March 5, 2013

3 Investors Who Should Stay Away From Self Directed IRAs

Self directed IRAs certainly have a number of advantages over standard retirement plans. They give you unlimited access to various asset classes, do away with a ton of retirement-crushing fees, and allow you to take a break from the topsy turvy roller coaster known as the stock market. That being said, there are still a […]
Read More >
February 15, 2013

A review of "Pound Foolish" - Exposing the Dark Side of the Personal Finance Industry

What’s better? To live an opiated existence and see the world through rose colored glasses, or to actually get a glimpse of reality with all of its cringe inducing flaws? If we’re talking about Twinkies (R.I.P.), then please leave me alone while I devour the yellow goodness. I don’t want to know what’s in it, […]
Read More >
February 12, 2013

Real Estate for the Little Guy

In a recent MarketWatch article, Brett Arends lists 5 of the most unpopular investments for 2013. The logic of such a list is that a savvy investor can make a move now to get in on the ground floor of something big. Coming in at number four on the list is the only non-stock asset: […]
Read More >
February 2, 2013

The Fed Kicks the Can Right Past the Evan’s Rule

What defines “real”? The search for authenticity is occasionally embarked upon by the individual in an effort to find some kind of existential meaning. The attentive gourmand strives for real food, the wife for real love, and the artist for real expression. But how to define this so-called real is always fraught with ambiguity. How […]
Read More >
January 3, 2013

The Great Stock Picking Robot Scam

The SEC recently released a statement which says that a lawsuit is being brought against two brothers who were running a penny stock scam. The way it worked was like this: the brothers touted a stock picking robot that could predict with amazing accuracy which stocks investors should be getting into. Meanwhile, behind the scenes, the […]
Read More >
December 18, 2012

5 Common Scenarios That Could Blow Up Your Retirement Fund

Everybody wants to retire comfortably, but there are a number of common scenarios which can do serious damage to a personal retirement fund. Here are the top five pitfalls that retirement investors should keep at the top of their watch list. 1. Pension Plan Restructuring One of the recent trends amongst bigger companies is a […]
Read More >
December 12, 2012

Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST

JOIN OUR NEWSLETTER!

Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.
Sign Up For Newsletter

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram