Articles Published by Innovative Advisory Group (IAG) Wealth Management Staff

asset correlation

Traditional Asset Correlation in the New Millennium

Markowitz’s Modern Portfolio Theory shows that a diversified portfolio of low-correlation assets provides an optimal risk/return relationship. Investors traditionally invest in a mix of assets such as stocks, bonds, and mutual funds ("traditional assets"), believing that they are forming a diversified, low-correlation portfolio by doing so...

us debt crisis

An Innovative Solution to the US Debt Crisis

This letter was written to the US Federal Reserve Board members in April 2011. This idea applies to central banks globally since many other countries have similar problems of too much sovereign debt…

Self Directed IRA

The Self Directed Retirement Account

A defined contribution plan is typically characterized as a self directed retirement plan. While there are subtle differences between the different defined contribution plans, what is important for this post is…

choosing a self directed ira custodian

Choosing a Self Directed IRA Custodian

Investing in alternative investments inside a retirement account (IRA, Roth IRA, SEP IRA, SIMPLE IRA or 401k) is a new experience for most people. Anyone who has ever bought a traditional investment (a stock, bond, or mutual fund) has most likely already used…

2008 deflation

The Dirty Little Secret About Deflation

The malls are empty, new homes sit vacant, commodity prices are down, and unemployment is up. Many people are asking: is this inflation or deflation? This topic has been debated quite a bit recently but no one has come up with a clear answer…

good bank

The "Good Bank" - An Alternative Solution to the Banking Crisis

Last week I read Atlas Shrugged by Ayn Rand and I started to wonder: “Who is trying to stop the motor of the world?” The main culprit seems to be…

self directed IRAs

Relief From Market Volatility with Self Directed IRAs

Self-directed IRAs allow for a variety of investments, beyond the traditional securities markets (namely stocks, bonds, and mutual funds), which provide for greater diversification within your self directed IRA…

investing in a business

Untapped Opportunities for Entrepreneurs, Business Owners and Investors

Savvy business owners and entrepreneurs are turning their capital raising efforts upon the self directed IRA market. Conversely many investors, tired of watching their retirement portfolios fluctuate, are seeking diversification through…

outside the box with self directed iras

Stepping Outside the Real Estate "Box" with Self Directed IRAs

Investors are tired of watching their IRAs and 401(k)s ride the Wall St. roller coaster are searching for other ways to create wealth in their retirement accounts. If you turn to most business or financial publications or websites you will find…

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