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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.

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.

Build a More Resilient Portfolio with Alternative Investments

May 12, 2020
By Millennium Trust
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Broadening diversification with alternative assets can help protect against volatility and improve portfolio resilience – and you can do it in your retirement account.

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