Part of planning any successful investment strategy is taking time to understand the “big picture.” Paying attention to industry news and larger economic and demographic trends can yield useful information for evaluating the long-term viability of various investments.
When you are aware of what is going on in the industry, you will be able to assess how your chosen market is acting relative to other markets and regions across the country, identify markets outside your local area that may present opportunities, and stay on top of any economic trends that may have material impact on your investments. For example, say you are interested in a property because the price is very low and it looks like a good investment at face value. Evaluating trends in the number of vacant properties and average time to fill a vacant rental before you make your purchase can be critical to your investment’s success. Property purchased at a bargain rate does not ensure success if you cannot find a renter. Stated simply, being in the know will help you stay a step ahead in the investment market.
This section of our blog focuses on keeping you up to date with current industry news, recent economic trends and reports on the state of the economy in relation to its potential impact on your investments.
Safeguard Advisors is excited to announce that we have joined the Solera National Bank family of companies. Separately, Solera National Bank has also acquired Discount Solo 401k, another leading provider of checkbook Solo 401(k) and IRA plans. Together Safeguard Advisors…
On January 1, 2024 a new federal requirement called the Corporate Transparency Act (CTA) becomes effective. Most new and existing businesses will be required to file a Beneficial Owner Information Report (BOI report) with the Financial Crimes Enforcement Network. FinCEN…
We are excited to roll out a big change that will greatly streamline the bank account setup process for new checkbook IRA and Solo 401(k) plans. Starting June 1, 2023, Safeguard Advisors will offer concierge banking setup with Solera National…
The recent failures at Silicon Valley Bank and Signature bank have a lot of investors on edge. People are wondering if these are isolated instances or if there is a larger threat to the banking system. Most importantly, savers are…
Since the Consolidated Appropriations Act of 2023 was signed by President Biden on December 29, 2022, we have been reviewing the details. At over 350 pages, there is a lot to sort through. The omnibus budget package consolidated retirement rules…
On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023. The act includes over 350 pages of new retirement plan rules that comprise the much-anticipated SECURE Act 2.0. SECURE 2.0 implements a long list of significant changes…
Here at Safeguard Advisors, we have been helping individuals use self-directed IRA and Solo 401(k) plans to invest in Bitcoin and other cryptocurrencies since 2015. One of the key benefits of a self-directed retirement plan is the ability to invest…
UPDATED OCTOBER 28TH, 2021 Per the modified "Framework" for the Build Back Better Act presented by President Biden on October 27th, all proposed retirement plan changes have been dropped from the FY2022 Budget Act. Until the final law is signed,…
Here at Safeguard Advisors, we speak with hundreds of investors every month looking to protect and grow their retirement savings by diversifying into assets where they can have more control over the outcomes. We thought it would be fun to…
While the weather is just starting to warm towards summer, real estate markets across the country are already hot. Demand for housing, especially larger homes with more room to roam, is far outpacing demand. Home prices have been rising for…
