Employee Spotlight: Brianna Avillo, Marketing Team Lead

Posted on: October 15, 2021   |   Category: In The News

Meet Brianna Avillo, Madison’s Marketing Team Lead! Brianna joined the team this year, but has made a huge impact in such a short amount of time. With her uplifting and encouraging attitude, she provides purpose, direction, and motivation to her team. She always has a smile on her face and is ready to take on any task that […]

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How To Invest in a Foreign Property with a Self Directed IRA – Part 3

Posted on: October 13, 2021   |   Category: How To

Which countries are amenable to retirement investing?  Many have their Self Directed IRA explore international property because they want a new home after they retire. If that’s the case for you, then it pays to research beforehand the countries that may be your best destination. When you look into these countries, you actually have to pay attention to two very different aspects.  Investing potential – How easy will it be for your Self Directed IRA to […]

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How To Invest in a Foreign Property with a Self-Directed IRA – Part 2

Posted on: October 11, 2021   |   Category: How To

Caution tips for small investors  In Part 1 of this series we discussed two important questions:  Why is a Self-Directed IRA is a good fit for foreign real estate investing?  What kind of Self-Directed IRA makes these investments possible?  In this installment, we’ll focus on caution points in the foreign real estate arena. If you’re looking to invest in an international property with a Self-Directed IRA, chances are this may be your first time […]

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How To Invest in a Foreign Property with a Self-Directed IRA – Part 1

Posted on: October 8, 2021   |   Category: How To

Why do investors choose international assets? Why do Self Directed IRA custodians not hold foreign properties?   Thinking about international property  One of the key advantages of utilizing a Self Directed IRA is the ability to diversify better. In a classic IRA, the account holder can diversify within the asset class of market products (e.g. mutual funds.) With a Self Directed IRA, the […]

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What Investors Should Know about the Current State of the Economy

Posted on: October 6, 2021   |   Category: In The News

This week we are fortunate to share our interview with Mr. Kevin Kliesen, a business economist and Bank Officer in the Research Division at the Federal Reserve of St. Louis.    Mr. Kliesen holds an M.A. in Economics from Colorado State University and joined the bank in 1988. In his position as a business economist, […]

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Disaster Preparedness in a Self-Directed IRA

Posted on: October 4, 2021   |   Category: In The News

The IRS has declared September to be National Preparedness Month. The timing certainly seems to be right. Extreme weather events have been battering the U.S. and many people find their properties severely damaged. This is obviously a huge headache for homeowners and tenants as they have to scramble to find temporary lodging. However, it can also mean big trouble for properties owned by a Self […]

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Can You Trust Your Financial Advisor?

Posted on: October 1, 2021   |   Category: In The News

Any service provider requires a certain level of trust. You want to know that your car mechanic is honest, your doctor is interested in your best welfare, and your teachers are knowledgeable. This is especially true for financial advisors. These professionals are instructing you as to the best way to invest and grow your retirement funds. Not only is it […]

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How To Fund Your Self Directed IRA

Posted on: September 29, 2021   |   Category: How To

Congratulations! You have selected to open a Self Directed IRA and begin your journey to a richer retirement. You have already filled out an account application and are ready to start investing in the alternative asset of your choice. The next step is to fund your Self Directed IRA account, which can be done in a variety of ways.    […]

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How To Protect Your IRA From Scams

Posted on: September 27, 2021   |   Category: In The News

IRAs, and especially Self Directed IRAs, require account holders to be vigilant in investment choice. This is because these kinds of retirement plans are choice destinations for scammers and con men. IRA accounts possess a sizable amount of funds and the account holder is actually looking to entrust those funds with somebody else. This is a gilded invitation for unscrupulous individuals who are looking to […]

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IRA Basics – Everything the IRS Wants You to Know

Posted on: September 24, 2021   |   Category: In The News

Are you new to retirement investing? Like everything that has to do with finances and the government, it can get complicated. The ideas are new, the account possibilities are seemingly endless, and there’s a ton of new terminology to learn. Don’t worry! By learning a few basic concepts and definitions, you’ll be able to speak intelligently about […]

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