Investing

Mountain West IRA's Investing expertise equips clients with tailored investment strategies, educational resources, and diverse asset options to help them make informed financial decisions and achieve their retirement goals with confidence.

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Blog Articles

Alt Assets 101 - Why Alternative Assets

Let’s get the obvious question out of the way first. What is an alternative investment?

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6 Things Financial Planners Tell Their Friends

Ever wonder what tips a financial advisor gives to his/her friends?

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Mixed Portfolio Theory Revisited

In the June 2006 Insights I established the basis for a theory I called at the time “Independent Portfolio Theory.” I have since honed this idea more and developed it into “Mixed Portfolio Theory.”

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What You Need to Know About UBIT-UDFI

Self-directed IRAs are a great way to save for retirement by investing in assets such as real estate, first trust deeds, precious metals, private equity investments, private stock, and private LLCs/LPs.

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What Type Of Investor Are You?

Each generation faces differing events and challenges that impact their investment strategies. Which type of investor are you?

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Realistic Retirement Plans

Retirement is seen as a time to enjoy the finer things in life.

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Investing In Raw Land

When investors with self-directed IRAs consider investing in real estate, they usually think of rental properties or homes they can flip instead of raw land.

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Paradigm Commercial Capital Group

Paradigm Commercial Capital Group is a nationally recognized leader in equipment lease and finance.

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Non-Traditional Assets

Some investors do not realize it is legal to purchase non-traditional assets using an IRA.

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5 Must Have Characteristics For Successful Real Estate Investing

Over time, real estate investments have afforded many people the powerful combination of appreciation and income.

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Why Are Beneficiary Designations So Important

When was the last time you checked to see whom you named as the beneficiary on your retirement account?

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8 Financial Tips Advisors Wish To Know

Financial discipline is a critical subject in that recklessness in spending money may lead to bankruptcy alongside other financial-related problems.

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Visualizing Retirement Goals

Visualization is a technique many people use to reach their goals.

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Equipment Secured Notes

There are many small companies and start ups short on money and eager to find investors.

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Frequently Asked Questions

What are the limits to the investments I can make?

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Meet with our team to explore your personalized journey of building wealth through investing in real estate, promissory notes, precious metals, and other assets using your retirement fund.

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