Welcome to Sophisticated Investor
We are the web's premier portal for sophisticated, accredited and institutional investors. Our mission is to educate investors worldwide on the topics of offshore investing, cryptocurrencies, precious metals, hedge funds, angel investing, commodity investing and other alternative investments.Join our newsletterContact Us
Everything An Investor Should Know About A QLAC: An Exclusive Interview With Jordan Sester
Sophisticated Investor was fortunate enough to chat with Jordan Sester, Founder and Wealth Advisor at J.S Financial Group. Jordan helps clients prepare for one of the most important periods in their lives: retirement. He works with retirees and pre-retirees to...
Which Is Better At Generating Safe Retirement Income, An Annuity Or An IRA? – 5 Experts Weigh In
Choosing what is the best way to provide guaranteed retirement income can be difficult, to say the least. An annuity is an insurance vehicle that offers a fixed stream of payments. On the contrary, an IRA is a retirement plan that allows the investor to compound...
Everything You Need To Know About Secondary Market Annuities (SMAs)
What Are Secondary Market Annuities A secondary market annuity (commonly referred to as a SMA) is a transaction in which a present owner of an income annuity sells their future income stream to a third-party for a lump-sum payment. Annuity income streams can be the...
Are Stocks Best Held In A Roth IRA? – 8 Experts Chime In
Because a Roth IRA is tax-advantaged, any gains within the retirement account are tax-exempt, including immense growth of stocks. In this article, 8 experts discuss whether or not a Roth IRA is the best place to hold stocks. Especially If Someone Is In A 25% Effective...
Annuities and Planning For Retirement – 8 Experts Weigh In
Because annuities provide guaranteed, safe retirement income they can be a good option to include in retirement strategies. Investors are drawn to this financial product because it is regarded as a safe investment, which is particularly appealing for those approaching...
New Survey Highlights Which Investments Americans View As The Safest For Long term Retirement Investing
We conducted a survey asking 2,000 US respondents which investments they regarded as the safest for long-term retirement investing. We used Google Surveys and targeted males and females between the ages of 35 to 65+ from coast to coast. We asked the following question...
Annuities: Are They A Good Investment Choice For Inflation Protection? – 4 Experts Weigh In
Annuities are investment products, which are contracts with insurance companies. Usually, investors purchase various types of annuities as a means of providing a steady income stream in their retirement years. Yet, are annuities a smart option from inflation...
Variable Annuities: Are They A Good Investment Choice?
Variable annuities are tax-deferred investment products, which permits the allocation of money into mutual funds held in “subaccounts”. A variable annuity does not guarantee returns on a principal. In this article, financial experts discuss whether variable annuities...
The Pros and Cons of Fixed Annuities – 5 Experts Weigh In
With every investment option available, there are investments that are advantageous for some investors and others that are not necessarily a good fit. Fixed annuities are no exception to this sentiment. In this article, 5 financial experts break down the pros and cons...
New Survey Reveals American Investors Are Twice As Worried About The US-China Trade War Than The Increasing National Debt
We conducted a survey asking 2,000 US investors which geopolitical or economic event they felt was most concerning regarding the health and security of their investment portfolio. For the survey, we targeted males and females between the ages of 35 to 65+ from coast...
Bitcoin Price Predictions For 2020
Since its inception in 2009, Bitcoin has skyrocketed in both popularity and price. Those investors who dipped a toe into the world of cryptocurrency early on made sizeable profits. If Bitcoin is already in your portfolio, then you are certainly curious what it will be...
Structured Settlements Investing: The Complete Guide
Structured settlements are a type of financial arrangement negotiated from a legal settlement, which guarantees the recipient a series of financial payments over a defined number of years. They usually arise after a plaintiff wins an accident lawsuit resulting in...
Noble Gold Review
Noble Gold Company Background Noble Gold Investments is a full-service bullion dealer and gold IRA company located in Pasadena, California. The precious metals firm is on a mission. They seek to provide their clients with a simple and safe means of purchasing precious...
New Survey Reveals That Investors Are Extremely Confident In The US Economy
We conducted a study asking 2,000 US respondents which asset class they had the most confidence in. We used Google Surveys and targeted males and females between the ages of 18 to 65+ from coast to coast. We asked the following question with several possible...
APMEX Capital Review
APMEX Capital Company Background APMEX stands for the American Precious Metals Exchange. This precious metals firm is located in Oklahoma. It concentrates primary efforts on selling customers silver and gold bullion and coins. They also carry a fairly extensive line...
Rosland Capital Review
Rosland Capital Company Background Rosland Capital (www.roslandcapital.com) is a precious metals dealer with a long time media presence. They deliver a professional and respected approach to converting traditional IRA’s to Precious Metals IRA’s. The...
GoldSilver Review
GoldSilver (www.goldsilver.com) provides education for and sales of precious metals. Mike Maloney started this Santa Monica, California headquartered company back in 2005. Today the vast majority of its sales transactions happen online via their website. The company...
