by Gino D'Alessio | Jan 22, 2022 | Bitcoin IRA, Portfolio Management
Over the past 5 years, Bitcoin has continued to see its popularity grow. It has become a mainstream investment class as well as a household name. The digital currency is the largest by market capitalization of the hundreds of coins now available. According to... by Gino D'Alessio | Jan 4, 2022 | Definitions, Net Worth, Portfolio Management, Stock Investing
Getting your kids in the habit of investing at an early age can help them maintain and grow their wealth once they start working. When it comes to investing, possibly the biggest factor that will create success is the time horizon. The longer your investment lasts,... by Liam Hunt | Jul 28, 2021 | Portfolio Management
Only a slim majority of Americans—55%, in fact—own stocks. For many U.S. homeowners, their house is their only retirement investment to speak of. If you find yourself among the roughly one-half of Americans who are underinvested in financial markets, now’s the time to... by Liam Hunt | May 12, 2021 | Portfolio Management
If you’ve been reading about retirement investing strategies, you’ve probably heard of the so-called 4% rule by now. For over two decades, this concept has dominated the conversation around optimizing retirement savings withdrawals. Proponents of the 4%... by Liam Hunt | Mar 29, 2021 | Portfolio Management
The accelerated growth of the U.S. tech sector has, by many accounts, created an unstable investment environment. Although the S&P 500 is led by U.S. tech stocks with long runways, there’s no guarantee that they can be trusted to keep your money safe in the... by Liam Hunt | Feb 25, 2021 | Annuities, Portfolio Management
Warren Buffet famously said that diversification is protection against ignorance. For Buffet, diversification is like an insurance policy for those of us who don’t have the time, opportunity, or patience to thoroughly research the fundamentals of every stock.... by Liam Hunt | Jan 23, 2021 | Portfolio Management, Real Assets, Real Estate
A real estate investment trust (REIT) is like an index fund for residential, commercial, and industrial real estate. Managed by professionals, REITs let investors land a dividend-paying inflation hedge without the stress of being a landlord and the obligations that... by Liam Hunt | Dec 22, 2020 | Portfolio Management
It doesn’t matter whether you’re late to the game or if you’re still in college, it’s never too late or too early to invest for your retirement. But no matter how young you feel, your retirement investing strategy has to reflect your age. Your exposure to risk should... by Sarah Bauder | Dec 14, 2020 | Portfolio Management
At Sophisticated Investor, we understand in this utterly unprecedented year that has been 2020, Americans are striving to find investments that will prove to be the best option at keeping their hard-earned money safe. We conducted a survey asking 5,001 Americans which... by Liam Hunt | Nov 17, 2020 | Portfolio Management
Retirement investors are often stuck having to choose between the volatility of the stock market and the underwhelming stability of money markets and bond yields. Self-directed retirement savings accounts are the perfect middle ground solution between these two... by Liam Hunt | Oct 17, 2020 | Portfolio Management, Real Estate
Mark Twain once wrote, “Buy land, they aren’t making it anymore.” Though he wasn’t known for his sage financial one-liners, I think Mark was onto something. Real estate is a finite commodity, and housing is a basic, universal human need. The characteristics of... by Liam Hunt | Aug 11, 2020 | Portfolio Management, Precious Metals
An employer-matched 401(k) is an excellent retirement savings vehicle. As a tax-advantaged account, 401(k) plans let your money grow tax-free while also lowering your upfront income tax burden. Unlike a regular savings account, you won’t have to pay taxes on the...
