Know Your investment Style!

By Peter Rizzo

Life Settlements in a Retirement Account? Think Again.

We are asked daily for investment ideas as people are always looking for the next best thing or the hot new investment.

We don’t give investment advice or expose what our clients are investing in (unless they ask us to) but the one piece of advice we give is to know your investment style. You have to have a clear picture of what your style is in order to find investments to match your goals and tolerance for risk.

Most of our new clients set up Check Book IRAs or Solo 401(k)s because they want a greater variety of investments in their retirement investment plans. They either want to invest in their expertise, want a greater variety of investments, want the flexibility to interact with their investments at a local level rather than through a custodian or are tired of watching their portfolios have mediocre returns in a booming market.

This week, I was talking to one of our newest affiliates, Anne Amagrande, CEO of Grande AMA and Associates LLC, and she showed me two articles she had authored talking about this very subject. You can find them here:

Chapter 1:

Chapter 2:

This might seem very simplistic. But if you are the type who wants quick returns and on to the next, then long term notes, buy and hold real estate or dividend stocks are not for you. But you might want to invest in short term notes or flips. Now if you’re the opposite and believe in “invest right and forget it” you want to be sure you have the best crockpot doing that. Abide by your principles and style and you not only will be successful, but you’ll be happy as you are using the model that fits your personality.

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