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Pacific Premier Trust Blog

Pacific Premier Trust Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

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Have You Designated (Or Updated) Your IRA Beneficiary?

  |  By Dimetra Pelekidis, CISP®, SDIP

Congratulations on your wedding! Your new baby! Your retirement! Now have you updated your IRA beneficiary information? These well wishes all so... Read this article »


Man standing on stack of gold coins holding an upwards facing arrow over his head

Solo 401(k)s: A Retirement Plan for the Self-Employed

  |  By Justin Farian, CISP®

If you are self-employed and looking for a way to not only save for retirement but also possibly lower your taxes, you may want to consider estab... Read this article »


Cars and houses underwater in flood

Incorporating Climate Change Risk into Your Process

  |  By Matthew White, CISP

Self-directed IRA investors who use their retirement dollars to buy real estate may want to add one more consideration to their due diligence che... Read this article »


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How Much of Your Retirement Should be in Alt Investments?

  |  By Christopher Orr, CISP®, SDIP

As investor interest in alternative investments rises, a particular question is becoming more and more common: “How much of a retirement portfoli... Read this article »


House with a question mark

Rising Rates, Affordability May Pressure the Market

  |  By Matthew White, CISP

The U.S. housing market is entering 2019 under a cloud of uncertainty, and concerns are mounting that rising mortgages rates and a decrease in af... Read this article »


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