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Uncommon Knowledge, Unprecedented Opportunity

Unprecedented Investment Opportunity

Transitioning from a good economic cycle to a hard-hitting financial crisis is never easy. Instead of letting fear and uncertainty overtake us, we have to get creative: with our jobs, with our entertainment, and yes, with our investments.

E.R.I.S.A.

It is a little known fact that you can self-direct your retirement portfolio. This vehicle has been in effect since the Employee Retirement Income Security Act (ERISA) of 1974 passed the responsibility of retirement saving from the employer to the employee. In 1975, Individual Retirement Accounts (IRAs) were created, providing individuals a chance to direct where their retirement funds are invested. 

Only 3% of IRA holders currently use this vehicle. Why?

  • Self-direction places the responsibility in your hands which can be daunting
  • The public finds it too complicated to research and make informed decisions
  • Traditional investment advisers will not recommend self-directing because:
    • They cannot recommend anything outside their approved portfolios
    • They may not be informed or educated enough to make decisions

We have virtually eliminated these so-called roadblocks. The Source Method simplifies the process by providing the tools needed to make educated decisions. We bring uncommon knowledge to the forefront. Just like e-trading was a vehicle used by only savvy investors or the real “risk takers” a few years ago, it is now a mainstream activity advertised as being so simple even a baby can do it. 

An unfamiliar term now, self-directed IRA will become a household term as more become wary of the stock market and seek new investment opportunities.

The time is now. The opportunity is yours.