Blog - Sophisticated Investor

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What Is Private Annuity? Your Guide to Everything You Need to Know About Annuities

Liam Hunt – July 8, 2020

Private annuities are valuable tools for estate planning. In essence, a private annuity is an agreement between an individual (the...

Goldco IRA Review

Amine Rahal – July 7, 2020

Goldco’s precious metals portfolio is among the best in all of the United States. Founded in 2006, the company is...

July 2020 Newsletter: Protect Your Wealth With Alternative Asset Diversification in July

Mark Turner – July 1, 2020

June was a tumultuous month for global markets. Last month, the World Economic Outlook report forecasted -4.9% losses to global...

Millennial Retirement Investing: The Complete Guide for 2021

Liam Hunt – June 15, 2020

Two-thirds of Millennials have nothing saved for retirement. Can you blame them? Millennials, born between 1981 and 1996, entered the job...

An Investor’s Guide to Strategic Wealth Preservation

Liam Hunt – June 10, 2020

Financial crises call for new investment strategies to preserve one’s wealth. Whether you’re approaching retirement or at the early stages...

IRA Services Trust Company Review

Amine Rahal – June 1, 2020

IRA Services Trust Company is unlike a lot of the other IRA providers we are reviewing here at Sophisticated Investor....

Real Estate Rules: 5 Mistakes to Avoid as a First-Time Home Buyer

Liam Hunt – May 29, 2020

Buying a house for the first time is a major decision that, if made poorly, can have you knocking on the...

Rules of Investing: 5 Timeless Investing Rules That You Need to Follow in 2020

Liam Hunt – May 14, 2020

It’s been a rollercoaster of a year for financial markets. In February 2020, global stock markets reported their steepest one-week...

Mountain West IRA Review

Amine Rahal – May 13, 2020

Mountain West IRA is one of the smaller IRA providers that we are reviewing here at Sophisticated Investor. The company’s...

Central Bank IRA Review

Amine Rahal – May 13, 2020

Central Bank sounds like a big name. A total heavyweight or titan in the IRA industry. While we won’t...

Kingdom Trust Company IRA Review

Amine Rahal – May 12, 2020

Kingdom Trust Company is one of the larger self-directed IRA providers in America’s investing sector. It’s not on same level...

IRA Innovations Review

Amine Rahal – May 12, 2020

The IRA innovations is a small IRA provider that maintains its head office in Alabama and also has offices in...

The IRA Club IRA Review

Amine Rahal – May 11, 2020

The IRA Club is a smaller IRA provider with an executive team of just three people and a total team...

Check Book IRA Review

Amine Rahal – May 8, 2020

Check Book IRA was founded in 2015 by Steven Sheppherd, a serial investor with experience inventing products, working in film,...

CamaPlan IRA Review

Amine Rahal – May 8, 2020

CamaPlan promotes itself as “an independent self-directed IRA administrator whose motto is ‘for investors, by investors’. The company’s offices are...