Donna Mostrom

5 Common Misconceptions About Self-Directed IRAs

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO Your investment dollars matter. Whether you are adding money to a retirement account, buying a new rental property, or diversifying your portfolio, there’s critical information you need to know. This is especially true as you take a step outside the traditional investment market and into the alternative investing space. At Vantage, we work hard…

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What Kind of Investor are You?

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO Money is Personal.™ And there isn’t a more personalized retirement investing vehicle than a Self-Directed IRA. Every individual investor has their own unique financial pedigree and approach as to how, why, and what they choose to place their hard-earned retirement savings into. Unfortunately, most financial institutions have led us to believe that it is…

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Meet the Checkbook IRA Owned LLC: An Advanced Investment Strategy

 |   |  Investing in Checkbook IRA LLC

By J.P. Dahdah, Founder & CEO of Vantage You have a Self-Directed IRA. You have the confidence and knowledge to make your own investment decisions. And you want to take your investment strategy further. Meet the Checkbook IRA. An IRA structure that allows you full control over your investments. You see investment opportunities. You file the paperwork. And you manage…

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How Will the Election Affect the Stock Market?

 |   |  General Self-Directed IRAs

  Every four years, like clockwork, the United States holds its collective breath. Americans everywhere wait to see if there will be a significant shift in the country’s leadership and impact the markets. With a pandemic still impacting the nation, investors are even more concerned than they would otherwise be. How will the election affect the stock market? Are my…

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