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

A Lawyer and Banker Walk Into a Bar…

Why do things always get crazy when corporate investors get involved? Take a look at alternative investing. As it’s commonly understood, alternative assets are those investment products which don’t commonly fall under the Wall Street banner. On the individual level these can be great retirement products. With a self-directed IRA, an investor can place her […]
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March 23, 2015

Keep Them 401(k) Doggies Rollin'

It’s generally a given in most industries that movement can produce profit. Whether people, products, or ideas, movement itself creates new venues where money can change hands. This is especially true in the retirement industry. When retirement funds go from “Investment A” to “Investment B”, there is a door standing open with a big sign […]
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February 26, 2015

The Emperor's New Taxes

Well, it’s here again. The country’s biggest sporting event is about to bombard you with targeted advertising, find new and creative ways to separate you from your money, and in general be so in your face that you wouldn’t mind relinquishing it for that root canal that you keep pushing off. Yes, the IRS and […]
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December 24, 2014

Sell-offs, Brain Scans, and Lawyers - Oh My!

Here are some of the latest must-read news items for retirement investors. 1. The Great Market Sell-off As you already know, the beginning of October saw an absolutely epic sell-off on the stock market. If you were not aware of this, you will be when you see your next statement. (If you need a bottle […]
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October 8, 2014

The Perfect Storm for 401(k)s

In the chaotic system that is our weather, we sometimes see all the elements come together to produce an extreme event. According to Wikipedia the phrase was popularized by the title of the bestselling book “The Perfect Storm” by Sebastian Junger. In the storm described there, the three contributing factors were warm air from a […]
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September 11, 2014

Conservatively Alternative

Bloomberg reporter Meghan Morris recently brought to light a new asset trend for investment firms. Rather than going after the spectacular success that can come with playing the stock game, many are turning to alternative assets such as real estate and private equity. And they’re doing so for what seems to be a counterintuitive reason: […]
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August 7, 2014

Tap Your Retirement Fund Without Incurring a Penalty

Maybe it’s just a sign of the times, but in recent years we’ve seen a spate of articles dealing with early withdrawals from retirement plans. People are out of work, expenses are going up, and few people still have rainy day funds that they can tap. In general it seems that the proverbial ends have […]
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July 15, 2014

The Cobra Effect in Retirement Investing

Profit is good. Unless, of course, it’s not. Here’s the deal. Everybody responds to incentives, and one of the top incentives is the ability to put a few bucks in your pocket. That’s why you go to work, that’s why people produce products for you to buy, and that’s why mothers still qvell over “my […]
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June 20, 2014
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