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Alternative Investments Continue to Increase in Popularity

According to a recent report by McKinsey & Co., alternative investments experienced significant growth over the last twelve years. In fact, the report claims the growth in private sector investments continues to “outstrip that of traditional assets.” From 2005-2015, the compound annual growth rate (CAGR) of three key alternatives (real assets, private equity and hedge […]

SIMPLE IRA Setup in 3 Steps

Many small business owners are unaware of the potential benefits of setting up a SIMPLE IRA for their employees. Many employers go the 401(k) route because it is all they’ve ever known to use for their businesses. However, a 401(k) plan may not be for every business. If you’re interested in an alternative, then a […]

DOL Fiduciary Rule to Go Live Friday

Kingdom Trust has monitored the Department of Labor (DOL) Fiduciary Rule updates very closely over the past two years. The Rule is set to go into effect Friday, June 9, and many have already implemented the changes necessary for compliance. Implementation had been postponed following President Trump’s February 3 memo directing the DOL to examine […]

5 Questions to Ask During Investment Research

It’s very important to perform the necessary research on any investment to evaluate its legality and the potential for gain/loss. We commonly refer to such research as “due diligence.” Because account holders choose to have more control and responsibility in self-directed retirement accounts, due diligence is key to ensuring you won’t run into major issues […]