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Why Real Estate Is “Where the Money Is”

According to urban legend, prolific American bank robber “Slick” Willie Sutton said that he robbed banks “because that’s where the money is.” Sutton reportedly stole upwards of $2 million over his career. Finding the money is the key to success in any industry, and there is an enormous, relatively unknown tax-advantaged investment resource that savvy investors […]

Three Insights into the Millennial Investor

Like most generations, the Millennial Generation (those born between the early 1980s and late 1990s) has a different set of values, interests and preferences than preceding generations. This also applies to Millennials’ investing preferences and interests. Folio Investing, a leader in the online investing space for over 15 years, recently published an article discussing some of the themes […]

Your Self-Directed IRA Needs a Custodian

by Tara Bogard, Business Development Officer Why does your Self-Directed IRA need a custodian? The easy answer to that is this: because the government says so. However, that answer usually leaves us with even more questions, especially ones asking why your IRA is required to have a custodian. All qualified accounts are required by law […]

Millionaires Favor Real Estate

A BenefitsPro.com article provided a revealing investment strategy favored by America’s millionaires. In the article entitled, “Millionaires’ favorite alt investment: real estate,” a survey noted that millionaire U.S. investors’ favorite alternative investment is real estate. And it was by a wide margin. According to the Investor Pulse Poll, conducted by Morgan Stanley Wealth Management, 77 […]

SEC Brings Custody Rule Enforcement

On October 29, 2014, the Securities and Exchange Commission (“SEC”) announced an administrative enforcement action against an investment advisory firm and three top officials for violating rule 206(4)-2 under the Investment Advisers Act of 1940 (“Advisers Act”), the “custody rule,” that requires firms to follow certain procedures when they control or have (or are deemed to have) […]

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