Carmen Margie
Quick Facts on Real Estate Investments with Your IRA
Where Should You Direct Your IRA in 2019?
By J.P. Dahdah, Founder & CEO of Vantage With another year behind us, it is important to take time to review your IRA’s investments and evaluate if any adjustments should be considered to ensure that your holdings can produce your desired results. As the public markets continue to experience increased volatility and a forecast of less than favorable conditions for…
How to Open a Self-Directed IRA
Begin self-directing your retirement with three steps: Many hard-working people like you are starting to take control of their investment dollars by opting for a Self-Directed IRA. Are you concerned that your IRA may not be substantial enough to provide a comfortable retirement? Are you tired of a low rate of return on your IRA portfolio? If so, our IRA…
SEC Adopts New Accredited Investor Definition
By: Nadiya Waterloo, CISP, CSDIP, Vantage Team Lead You have likely come across the term “accredited investor” in your search for private alternative investment opportunities. Being an accredited investor allows you to access investments, such as private equity investments, venture capital funds, or private placements. Historically, an investor had to meet net worth and sophistication standards set by the U.S.…
One Question That Can Ignite Your IRA …“Who?”
By J.P. Dahdah, Founder & CEO of Vantage It’s not what you know, but who you know Sure, having access to influential investors can help uncover potentially profitable opportunities not readily available to the average Joe. However, in my experience, you don’t need to look very far to find beneficial relationships that can improve your ability to supercharge your Self-Directed…