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SEC Proposes to Amend Definition of Accredited Investor: Are You Qualified to Invest in Alternative Investments?

March 5, 2020
By Millennium Trust
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The number of companies trading on stock exchanges has fallen by one-half during the past two decades. As a result, portfolio diversification has become more challenging. If the Securities and Exchange Commission amends its definition of an accredited investor, opportunities to invest in alternative assets may increase.

Coronavirus Fears Cause Markets to Drop: The Importance of Maintaining a Long-Term Outlook

March 2, 2020
By Gary Anetsberger
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As the stock markets plummet and concerns over a pandemic increase, it’s important to not lose focus on long-term investment goals. 

2020 and Beyond: What’s in Store for Investors in the New Decade?

February 4, 2020
By Gary Anetsberger
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As we usher in a new decade and reflect on the last, it’s natural to wonder what’s to come. After ten years of strong markets, what can investors do to be prepared for a potential market downturn? 

In a World of Low and Negative Interest Rates, What Is an Investor to Do?

October 30, 2019
By Ted Parker
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For the first time since 2008, the Fed has cut interest rates three times in 2019 alone. Will there be more? What does this mean for investors? Investing in alternative assets is one retirement savings option for investors to explore. 

Opportunity Zone Funds: What Are They and What Do Fund Managers Need to Know?

May 28, 2019
By Millennium Trust
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Opportunity Zones have become a hot topic in Washington and in the media due to their attractive tax incentives. But, because of the newness of this market, there are still unanswered questions.

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