Articles Published by Innovative Advisory Group (IAG) Wealth Management Staff
 Traditional Asset Correlation in the New MillenniumMarkowitz’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... |  An Innovative Solution to the US Debt CrisisThis 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… |
 The Self Directed Retirement AccountA 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 CustodianInvesting 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… |
 The Dirty Little Secret About DeflationThe 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… |  The "Good Bank" - An Alternative Solution to the Banking CrisisLast 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… |
 Relief From Market Volatility with Self Directed IRAsSelf-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…  Untapped Opportunities for Entrepreneurs, Business Owners and InvestorsSavvy 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… |  Stepping Outside the Real Estate "Box" with Self Directed IRAsInvestors 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… |