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DOL Fiduciary Rule Allows Continued Access to Alternative Investments in IRAs

  |  By Patrick Hughes

After a nearly six-year wait and intense debate, the Department of Labor has released its finalized fiduciary rule, and those of us in the altern... More »

Self-Directed IRA Custodian Resignation Letter: So, What’s Next?

  |  By Karen Walls

When going through your daily stack of mail, you come across a puzzling letter from your self-directed IRA custodian. The letter informs you that... More »

Market Volatility Drives Demand for Private Equity Investments

  |  By Christopher Orr

Private equity investment started 2016 on a strong note, with private equity fundraising on pace to set a first-quarter, post-financial crisis re... More »

Opus Bank Completes Acquisition of PENSCO Trust Company

  |  By Kelly Rodriques

I am pleased to announce the official acquisition of PENSCO Trust Company (PENSCO) by Opus Bank (“Opus”) (NASDAQ:OPB), one of the fastest growing... More »

Back to School: Owning a Student Property Investment in Your Self-Directed IRA

  |  By Michael Howe

For retirement investors seeking real estate investment opportunities for their self-directed IRAs, the options can seem almost limitless. On the... More »

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