No updated valuation, so client must take 2K distribution on investment worth less: By Bruce Kelly ( Investment News ) A dead-in-the-water limited partnership that just won’t go away is giving an investor and his financial adviser fits in a scenario that is playing out with increasing frequency. The root of the problem is the value of the partnership, the CNL…
By J.P. Dahdah, Founder & CEO of Vantage One of the most powerful questions I ask when teaching workshops is, “What motivated you to attend this workshop today?” The resounding response is, “I am tired of watching my money evaporate in the stock market, and I want to learn more about alternative options.” I always congratulate these attendees for making…
By J.P. Dahdah, Founder & CEO of Vantage All investors have heard “it’s not what you know, but who you know” that can help you succeed in the wealth game. Sure, having access to influential and savvy investors can help uncover potential money making opportunities not readily available to the average Joe. In my experience, however, you don’t need to…
May. 26, 2012 The Republic | azcentral.com There’s a big investment world out there, and it’s even bigger if you use a self-directed IRA. Individual retirement accounts have been around for roughly four decades, and Americans have $4.9 trillion in the tax-sheltered vehicles, according to the Investment Company Institute. But one version, the self-directed IRA, isn’t so widely known or…
By J.P. Dahdah, Founder & CEO of Vantage I love July. Not only is it the month I celebrate my birthday, but the good ol’ US of A turns another year older, too. Summertime is fantastic because it puts most people in a better mood. Kids are out of school, family vacations are taken, and best of all, we celebrate…
SOURCE: Phoenix Business Journal, Posted in News Tired of watching his 401(k) vanish like a mirage, Ed Sandidge pulled $50,000 from his account in March and invested it in real estate, betting that the longterm play in Buckeye’s housing market would pay off more than the stock market. Sandidge, president of Scottsdale financial firm Edward Sandidge & Associates, has lost…