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Fresh alternative asset insights and the latest news on real estate and private equity investing.

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Using your RMD to Make a Qualified Charitable Distribution

  |  By Michael Howe

We’re entering the season of giving, and at PENSCO a number of our clients have been asking us where the rules stand when it comes to using their... More »

Market Volatility Boosts Demand for Alternative Investments

  |  By Kelly Rodriques

In response to market volatility, retirement investors plan to buy more alternative investments, such as real estate and private equity, to diver... More »

Is a “Checkbook Control” IRA Right for You?

  |  By Michael Howe

Working for a self-directed IRA custodian, I often field questions from clients about "checkbook IRAs" or "checkbook control IRAs". I’ve helped m... More »

SEC Rule Adoption Ushers in Next Stage of Crowdfunding

  |  By Christopher Orr

It was the vote heard round the (crowdfunding) world. Securities regulators voted last week in favor of Title III of the JOBS Act, paving the way... More »

An RMD Deadline Looms for Some IRA Holders

  |  By Michael Howe

The clock is ticking down on 2015 and that means a key tax deadline looms for many retirees who own IRAs and must take a required minimum distrib... More »

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