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2021 Investment Outlook: What’s to Come for Alternative Investments and Self-Directed IRA Investors

February 8, 2021
By Millennium Trust
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The equity markets were nothing short of unpredictable in 2020, and even into 2021. When it comes to portfolio strategy, it’s all about a long-term strategy.

What Real Estate Investors Want in Their IRA Custodian

November 12, 2020
By Millennium Trust
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Many investors are familiar with real estate, but are not familiar with the rules or how to invest with a self-directed IRA. An experienced client service team can help along the way.

Investing with Self-Directed IRAs Made Easier with Real Estate Debit Card

August 12, 2020
By Millennium Trust
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Many investors are familiar with real estate, but are not familiar with holding real estate as an asset in a self-directed IRA.

DOL Opens Door for Private Equity in Defined Contribution Retirement Plans

July 29, 2020
By Millennium Trust
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In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

Investing During a Recession: Can Real Estate Help Reduce Overall Portfolio Risk?

July 14, 2020
By Millennium Trust
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If 2020 has you reassessing your risk tolerance and investment strategy, broadening portfolio asset allocation may help reduce risk and improve long-term outcomes.

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