This video examines diversification... What is it? Why didn't it work to reduce my portfolio risk? Is there something I can do to make diversification actually work? If so, what? Diversification is extremely fundamental to the modern porftolio theory that so many financial planners talk about. … [Read more...] about Why Mutual Funds Aren't Diversified
self directed
How to profit from real estate investments in a soft and declining real estate market – Part 2
This is the Part 2 of series of posts on this topic. In order for this to make sense, please go back and read Part 1 first. Real Investors have the following in common: Buying single assets. What is happening to an entire market is less important than what is happening to the actual assets that … [Read more...] about How to profit from real estate investments in a soft and declining real estate market – Part 2
Warning: Don't let administrators act as custodian – Part 3
*** This is Part 3 of a series about the dangers of letting an administrator act as custodian. Make sure you read Part 1 and Part 2 first to make sense of this post. *** The illegitimate custodian test Ask "Who should the check be payable to for the rollover contribution or transfer?" Ask "If my … [Read more...] about Warning: Don't let administrators act as custodian – Part 3
Warning: Don't let administrators act as custodian – Part 2
*** This is Part 2 of a series about the dangers of letting an administrator act as custodian. Make sure you read Part 1 first to make sense of this post. *** Signs that your custodian may not really be a custodian They sometimes call themselves an administrator. "Administrator" is an accurate … [Read more...] about Warning: Don't let administrators act as custodian – Part 2
Warning: Don't let administrators act as custodian
To have a self-directed IRA, unlike a Solo 401k, you must have a self-directed IRA custodian... and you should stay away from unregulated companies masquerading as a custodian. A self-directed IRA custodian is one that will have less investment restrictions than the more common tradition … [Read more...] about Warning: Don't let administrators act as custodian
The Top 5 Investing Myths of 2008
2008 was a very interesting year to say the least. Possibly the most productive outcome of the year was the restless message of "rethink things" coming from the little voice beckoning each of us in our minds. Myth #1... The SEC keeps investment information honest and accurate The Securities and … [Read more...] about The Top 5 Investing Myths of 2008
Why to self-trustee your Solo 401k plan: An argument for direct possession of your assets
We have seen some unbelievable things over the past few years... especially the past few months. The only thing certain is that there is a lot of uncertainty ahead. If you haven't already done so, right now I strongly suggest you watch the 30 minute condensed version of the film I.O.U.S.A. This film … [Read more...] about Why to self-trustee your Solo 401k plan: An argument for direct possession of your assets
Nabers Group Solo 401k vs. Custodian Solo 401k
After being asked "What's the difference between your Solo 401(k) and one offered by a custodian?" for the umpteenth time in the past few months, I figured it's about time to write a post about it. Why custodians exist IRAs are governed by section 408 of the Internal Revenue Code. There they are … [Read more...] about Nabers Group Solo 401k vs. Custodian Solo 401k