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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.

“Lower for Longer” Interest Rates in the Era of COVID

December 16, 2020
By Ted Parker
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The Federal Reserve has set the stage for low interest rates for the foreseeable future. Alternative investments are an alternative option when your traditional investments aren’t performing the way you want.

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.

SEC Adopts New Accredited Investor Definition, and You May Qualify

September 15, 2020
By Millennium Trust
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Late last month, the Securities and Exchange Commission (SEC) adopted amendments to the accredited investor definition that make it possible for financially savvy investors, who may not meet established financial metrics, to add private market investments to their portfolios.

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.

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