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Limited Time Opportunity: New Private Equity Offering From The Bourbon Reserve - Invest in Kentucky Bourbon—Where Timeless Craft Meets Unshakeable Value (visit www.bourbon.fund for more information; $25,000 minimum investment; act quickly - this fund closes once $1 million is allocated into it; accepts post-tax & IRA funds)

In the landscape of investments, some opportunities are fleeting, but others are forged to endure. The Bourbon Reserve, a private equity firm based in Columbus, Ohio invites you to invest in one of America’s most resilient treasures: Kentucky bourbon barrels. Amidst the turbulence of today’s economy, there’s a growing demand for assets that don’t just hold value but mature into it. Kentucky Bourbon barrels—steeped in tradition, scarcity, and steady returns—are an ideal choice for investors who know the importance of tangible wealth, and The Bourbon Reserve is leading the charge.

With inflation looming and the future of conventional assets uncertain, seasoned investors are pivoting to real, physical assets that transcend the limitations of paper wealth. Kentucky bourbon barrels, available exclusively through The Bourbon Reserve, offer not just a hedge against economic volatility but an opportunity to invest in an American legacy that appreciates with every passing year.

When markets tremble, bourbon barrels stand firm, maturing year by year in Kentucky’s storied distilleries. The Bourbon Reserve has meticulously curated this offering for discerning investors who value security and growth. Gold and real estate may dominate conversations, but bourbon barrels bring a unique blend of stability and scarcity. With The Bourbon Reserve, you’re not just purchasing an asset—you’re entering into a rich legacy of American craftsmanship, ensuring your wealth ages like the finest spirits.

The Bourbon Reserve’s Kentucky bourbon barrels have already proven their mettle as a smart addition to any portfolio, outpacing traditional assets when times get tough. Think of this as more than just a defensive asset; it’s a statement—one that shows you’re committed to investments that carry both character and promise.

For those who have IRA funds that they would like to diversify, The Bourbon Reserve’s Bourbon IRA is the ultimate vehicle for those who want an asset as steady as it is distinctive. Rolling over a portion of your IRA or 401k into a Bourbon IRA isn’t just a diversification move—it’s a strategy grounded in strength and scarcity. Discover the impact of investing with The Bourbon Reserve, where every barrel reflects the kind of resilience that can only come from decades of aging.

The best investments tell a story, and with The Bourbon Reserve, yours will be one of foresight, resilience, and unmatched value. Let your wealth age to perfection with The Bourbon Reserve, and fortify your financial future with an investment as robust as the spirit itself. Ready to secure an asset that knows how to stand the test of time?

Seize the opportunity to invest in a tangible legacy with The Bourbon Reserve.

To explore this exclusive private equity opportunity with The Bourbon Reserve, visit www.bourbon.fund. For personalized assistance, contact Eric directly at (614) 943-2265 or via email at [email protected].

Chevron’s Silver Lining: A New Era of Opportunity for Retirement Investments

by Eric Seyboldt 

In a landmark decision that redefines regulatory influence, the Supreme Court’s Chevron case has stirred anticipation among financial experts and retirement advisors alike. As federal agencies see their interpretative power curtailed, a new window may open for investors—especially pre-retirees and retirees seeking growth in their portfolios. This ruling could pave the way for fresh opportunities, transforming uncertainty into a potential windfall.

Why does this matter for retirement investments? For decades, under the Chevron deference, federal agencies held significant authority to interpret and enforce rules governing everything from environmental standards to financial practices. This control created regulatory stability, yet it often led to restrictions that kept retirement investments tightly regulated and, some would argue, overly cautious. With agencies now facing limits on their interpretive power, the financial industry could see more flexibility in developing innovative investment options that cater to a broader range of goals, including those specifically aimed at enhancing retirement income and growth.

With this shift, the landscape for retirement investments could see a fresh wave of innovation, as investment firms, freed from some regulatory constraints, can offer products that are not only competitive but potentially more tailored to the specific needs of an aging demographic. Mutual funds, ETFs, and other managed funds may expand their offerings, crafting investments that balance the desire for growth with manageable risk—a boon for investors nearing or in retirement who seek options beyond traditionally conservative portfolios.

For pre-retirees, this ruling provides an opportunity to re-evaluate their asset allocation. With agencies less able to impose sweeping regulatory barriers, the door may open to investments in sectors previously over-regulated—such as tech, healthcare innovation, or sustainable energy. These fields, now enjoying more regulatory flexibility, could become key drivers in retirement portfolios, allowing investors to capture growth in emerging markets without excessive red tape. The case for diversifying into promising, yet traditionally constrained sectors, has never been stronger.

Retirees, meanwhile, stand to benefit from a competitive environment among financial advisors, who will likely adapt to the evolving regulatory framework with more dynamic products and services. This competition is expected to drive down costs, while also introducing greater flexibility in how retirement assets are managed and invested. For those looking to maximize their retirement years with growth-oriented strategies, the timing could not be more opportune.

As the Chevron ruling takes effect, retirees and pre-retirees have a unique opportunity to work with financial advisors to capture the upside. By adopting a well-informed, proactive approach, they can align their portfolios with this new era of flexibility, seizing growth opportunities in a way that past generations might not have imagined.

With this ruling, the Supreme Court has done more than alter a legal doctrine—it may have reshaped the future of retirement planning. A future that, if navigated wisely, holds the promise of both prosperity and growth for those ready to embrace it.

Reach out to us for a complimentary, 10-minute consultation call. Let's explore together how we can help you protect your assets, ensuring your golden years are as fulfilling and worry-free as you’ve always imagined. Give us a call today at 614-943-2265 to schedule your consultation. Let's make your retirement dreams a reality!

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Fixed annuities can be an essential component of a well-rounded retirement strategy, offering security, predictability, and efficiency in financial planning.

Here are current fixed annuity rates and their durations from Top A-rated carriers (subject to change at any time, not FDIC insured):

Rates Continue to Fall! Don’t Wait To Lock These Fixed Annuity Rates In Today!

3-year: 4.85% (under $100k Deposited)

3-year: 5.00% (over $100k Deposited)

5-year: 5.15% (under $100k Deposited)

5-year: 5.35% (over $100k Deposited)

Please feel free to call Eric at 614-943-2265 if you’d like to ask any questions or request information on these fixed annuities or other retirement topics that are on your mind.

REAL ASSETS, Invest Like the Ultra-Wealthy 

Is Your Portfolio Protected? Discover the Power of ‘Real Assets’ like Gold and Bourbon.

Amid today’s economic uncertainties, savvy investors are increasingly turning to physical assets to safeguard their retirement savings. Tangible investments—such as gold and, uniquely, bourbon barrels—are rising in demand. These “Real Assets” offer a powerful defense against the effects of rampant money printing and escalating inflation, while providing valuable diversification, even during periods of market calm.

Historically, physical assets have outperformed traditional investments during downturns and turbulent markets, proving their reliability as protection against financial disruptions. Including these tangible assets in a portfolio isn’t just a wise choice—it’s often a rewarding one.

In an era of economic volatility, investing in physical assets can fortify the resilience of your financial strategy. Are you ready to see how Real Assets might strengthen your portfolio?

Allocating a portion of your funds into this “Real Asset” class is a strategy worth considering for lasting financial security.

Ask us how to Rollover a portion of Your IRA or 401k To A BOURBON IRA (www.bourbon.fund/how-it-works/) or a GOLD IRA (see link below) and:

• Safeguard your assets from the collapsing dollar

• Incorporate the ‘REAL ASSET’ class into your portfolio like the ultra-wealthy

• Hedge against the current high-inflation conditions

• Protect your retirement assets against economic crises

Just get in touch. We make it easier than ever.

Feedback or Questions?

You’re invited to get in touch with us if you’d like to find out how the Novus Financial Group can help you on your journey to a happy, fulfilling life in Retirement. 

Office: 614-943-2265

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Investment advisory services are offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser.

The content we provide here isn’t financial advice and cannot be taken as such. Please speak to your financial advisor before making any investment decision. Also, note that every investment comes with its risks and drawbacks. Lastly, we would like to remind you that past results cannot guarantee future returns.

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