Millennials are attracted to alternative investments, studies find

One of the pressing concerns in a variety of industries is what to do about Millennials. One of the primary questions is how to market to them? Several of Kingdom Trust’s advisor relationships have this very question: how do I bring in more Millennial investors? However, when it comes to Millennial generation interests, alternative investments […]

New Qualified Plan and IRA Contribution Limits for 2017

Have you begun contributing to your retirement account this year? You may find your contribution options have changed for Tax Year 2017. While most qualified plan and IRA contribution limits remain the same for Tax Year 2017, there are exceptions. Traditional IRA and Roth IRA contribution limits remain at $5,500 for Tax Year 2017, with […]

Learn More About Private Lending with Our New eBook!

Promissory notes and similar private lending opportunities are core investments in the alternative asset space. Many investors have chosen to invest via offering credit to individuals or private companies, including investing in IOUs, take-back mortgages and other secure or non-secure loans. Our new eBook, Consider the Alternatives: Investing with a Private Lending IRA, introduces you […]

DOL Proposes Delay to Fiduciary Rule

The Department of Labor (DOL) proposed a rule Wednesday to delay Fiduciary Rule implementation for 60 days. Visit the Federal Register to view the rule. A 15-day comment period will begin from the moment the rule is published. The comment period regards a proposal to extend the applicability date of the rule. The implementation date remains at […]

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