Secure Act 2.0 Update And IRA Implications By Nuview Trust President – Jason De Bono
April 29, 2022
CEO Updates
February Update: 2021
February 1, 2021
Something interesting happened last week, as I am sure we are all now aware. During a meeting the next day, a colleague turned to me and asked what I thought about the recent debacle regarding Game Stop. I sheepishly confessed I had not even heard about the controversy. It seems that since I moved my retirement plans and HSA into self-direction entirely, my interest in the public markets had completely diminished. After quickly plugging back into the financial news and learning about the unusual actions and wild swings of transactions – it reinforced the notion that having all your funds in the stock market is foolhardy.
CEO Update: May 2020
April 28, 2020
Isolation, uncertainty, business interruption, unemployment, financial distress…
Imagine a world where travel is limited, assembly of more than ten is discouraged (or illegal), and people are sequestered with their home-schooled children – not exactly a great formula for NuView to get the message out about the power of self-directing. Like many of you, we have needed to make big adjustments while we continue to serve our clients – yet fortunately, all 45 team-members are still making it to our offices in Longwood, FL every workday to do just that.
Continue reading…The Obligation and Opportunity of Self-Direction in a Crazy Market
April 10, 2020
I couldn’t help remembering the last time I felt so helpless – September 11, 2001. The country was frozen – trying to understand the level of hatred it took to plan and execute the death of so many innocent lives. The uniqueness of about sharing a seminal event together as a country is unique – some remember the assassination of President Kennedy in much the same way.
Continue reading…NuView COVID-19 Update
April 6, 2020
Together we are facing COVID-19, an unexplainable virus that has disrupted most of our lives, whether it is travel, entertainment, worship or perhaps even employment. While it seems we aren’t able to control a lot during these unprecedented times, NuView remains focused on helping our clients.
Continue reading…April Update From Our CEO
March 31, 2020
Greetings from our World IRA Operations just outside Orlando – just far enough outside that we have avoided the “Shelter in Place” edict for Orange County. Although NuView Trust is considered an “essential business”, we do have the freedom to move about from work to home and the grocery. This provides all of you full access to the same team and capabilities that you have enjoyed over the past seventeen years – and let us hope and pray that it only improves from here. There is little doubt that we are better together, so long as our team’s safety is not comprised.
Continue reading…Timing the Market? Good Luck.
February 3, 2020
Back in 2006, housing prices were growing at 10% per year in Central Florida, and I had plowed any IRA funds I had into the real estate. I then found a brand new home development outside Orlando, offering a home that what I felt was at a 10-15% market discount, and using my savings and a mortgage, purchased the $300,000 rental. Even though I had a $500 per month negative on cash flow, I figured that capital appreciation and future rental income would certainly close the financial gap soon.
Big Things Are Happening in 2020!
December 27, 2019
Happy New Year to you and your family!
A special gift, delivered just before Christmas, is the governmental treat called the “SECURE Act”. Who could argue with the acronym: Setting Every Community Up for Retirement Enhancement?
How will this affect all of us? I won’t drag you through the 29 separate provisions, but it may have some relevance to those who are self-directing their retirement plans at NuView.
Continue reading…Wrapping Up 2019
December 2, 2019
What an amazing year it has been – with only one more month to get our act together and make a final stab at fulfilling those personal promises we make in January.
I just returned yesterday with thirteen generous people from a trip to Belize, where I had the experience of giving away 280 new wheelchairs for use in the Jungle as well as in Belize City. Changing people’s lives one chair at a time has been a rewarding time for our employees, donors, and many of our clients as well. Our charity and 501(c)(3), Chair the Love, has given away over 3,000 chairs in the past two-and-a-half years and is accelerating thanks to many of you.
Continue reading…