Feb 23, 2026 | Blog, Self-Directed IRA Investing
Why Trend Chasing Feels So Tempting Trends are persuasive. When a particular strategy gains momentum, it tends to show up everywhere at once. Investors hear about strong returns. They see peers participating. Podcasts, social media, and online forums repeat the same...
Feb 16, 2026 | Blog, Self-Directed IRA Investing
When Flexibility Starts to Feel Like Overwhelm One of the biggest advantages of a self-directed IRA is access. Real estate, private lending, notes, syndications, private equity, and more all become available in a way traditional retirement accounts do not allow....
Feb 9, 2026 | Blog, Self-Directed IRA Investing
Why the Same Deal Produces Different Outcomes In investing, people often ask whether a deal is good or bad. In practice, the more important question is whether the deal fits the investor. Two investors can review the same opportunity, follow the same rules, and...
Feb 2, 2026 | Blog, Self-Directed IRA Investing
When Strategy Stops Feeling Simple There is a familiar rhythm many self-directed investors experience. Learning feels energizing. Articles make sense. Podcasts resonate. Conversations spark ideas. Everything feels clear while the strategy lives in theory. Then the...
Jan 30, 2026 | Blog, Real Estate, Self-Directed IRA Investing, Strategy Group Recaps
In our most recent National Strategy Call, Jack led a live discussion on how self-directed retirement accounts can be used for real estate and alternative investing, and the rules investors need to understand before doing a deal. This session was designed for...
Jan 26, 2026 | Blog, Self-Directed IRA Investing
From Reacting to Investing with Intention It is easy to invest one deal at a time. Many investors move from opportunity to opportunity without stepping back to look at the bigger picture. While this approach can work, it often leads to reactive decision making rather...
Jan 19, 2026 | Blog, Self-Directed IRA Investing
January is when momentum and mistakes both start. The beginning of the year brings motivation. Investors are ready to act, deploy capital, and move deals forward after year end planning finally feels complete. Most early year issues are not caused by bad intent. They...
Jan 12, 2026 | Blog, Self-Directed IRA Investing
What Is Working Now and What Needs a Second Look From Rules to Real World Opportunity At this point, most self-directed investors understand the rules. They know what is permitted, what is prohibited, and how alternative assets fit inside an IRA. The question...
Jan 5, 2026 | Blog, Self-Directed IRA Investing
What Actually Changed and Why Investors Need to Pay Attention Introduction January brings noise. Investors want clarity. Each new year arrives with a flood of headlines, summaries, and last minute posts breaking down what changed and what did not. By the time most...
Dec 22, 2025 | Blog, Self-Directed IRA Investing
As 2025 comes to a close, it is worth taking a step back to look at what this year taught self directed investors. The past twelve months brought a mix of market volatility, notable tax updates, and continued growth in the alternative investment space. Through it all,...
