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 wisdom, Mark might’ve been onto something. Real estate is a finite commodity, and housing is a basic, universal human need. The characteristics of scarcity...
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...
by Liam Hunt | Aug 4, 2020 | Portfolio Management, Precious Metals
In 2020, U.S. student loan debt eclipsed $1.56 trillion. The median debt burden for the graduating Class of 2019 is nearly $30,000, up over 2% from the year prior. It seems that every year, American students are becoming more indebted and less economically advantaged...
by Liam Hunt | Jul 28, 2020 | Definitions, Portfolio Management
Accurate financial predictions are difficult at best. This is because uncertainty and risk are inherent characteristics of free markets. Fortunately, you can sway uncertainty in your favor by finding highly asymmetric investments and trading opportunities. An...
by Liam Hunt | Jul 22, 2020 | Portfolio Management
In most aspects of life, it’s probably not a good idea to compare yourself to others. Retirement saving is a different story. Knowing how your 401(k) stacks up against your peers’ can help with post-career planning and can help you set benchmarks on the road to...
by Liam Hunt | Jul 14, 2020 | Definitions, Portfolio Management
A money market account (MMA) and a certificate of deposit (CD) are two financial products that generate interest income from cash savings. Both products can be thought of as fixed-income investments, like bonds, that provide predictable interest over a defined...
by Liam Hunt | Jun 15, 2020 | Gold IRA Reviews, Portfolio Management, Precious Metals
Two-thirds of Millennials have nothing saved for retirement. Can you blame them? Millennials, born between 1981 and 1996, entered the job market amid one of the worst periods of wage stagnation and unemployment in recent history—not to mention an average student loan...
by Liam Hunt | May 14, 2020 | Annuities, Bitcoin IRA, Portfolio Management, Precious Metals
It’s been a rollercoaster of a year for financial markets. In February 2020, global stock markets reported their steepest one-week declines since the global financial crisis. Three weeks later, the price of crude oil fell by a staggering 26% due to geopolitical...
by Liam Hunt | Mar 4, 2020 | Gold IRA Reviews, Portfolio Management, Real Assets
On Tuesday, the Federal Reserve announced emergency interest rate cuts amid a worsening coronavirus situation. Shuttered Chinese factories, negative bond yields, and record-setting losses across all major US indexes tell a story of an economy in decline. In response,...
by Liam Hunt | Jan 19, 2020 | Definitions, Hedge Funds, Portfolio Management, Precious Metals
Arbitrage exploits inefficiencies in the market that otherwise wouldn’t exist under conditions of perfect interest rate parity. Without price inefficiency (i.e., market prices on one exchange not having caught up to the real market price reflected on another), there’s...
by Liam Hunt | Jan 14, 2020 | Portfolio Management
We’re often asked, “what are funds extracted from funds?” However, a better way of phrasing this question is to ask, “what is investment income?” Investment income is simply another way of describing funds (cash) that have been extracted from investment funds or...
