By J.P. Dahdah, Founder & CEO of Vantage (Ad)Vantage to Your Retirement Strategy Why should you consider establishing a Self-Directed IRA? If you already have a Vantage Self-Directed IRA, why did you choose this type of retirement account? The truth is that a Self-Directed IRA is not for everyone. If fact, you should not be a Self-Directed IRA owner unless…
By J.P. Dahdah, Founder & CEO of Vantage It is news like Brexit that deepens my love for alternative investing. The financial channels and the media are creating a frenzy about the historic event which concluded in the United Kingdom voting to leave the European Union (EU). The U.S. market was down more than 3 percent at the close on…
By J.P. Dahdah, Founder & CEO of Vantage Trust Thyself Money is personal. Unfortunately, most financial institutions and advisors have led us to believe it is all about them…their research, their investment philosophy, their advice and more importantly, their products. Their message to you is something like this: “We are experienced investment gurus. You are not. We know the market.…
By J.P. Dahdah, Founder & CEO of Vantage Most Americans consider a 401(k) or an IRA the best vehicle available for retirement planning. A Health Savings Account (HSA) may be another flexible option. Established by the U.S. government in 2003, a HSA offers even more tax advantages than a 401(k) or an IRA when used to cover medical expenses. Similar…
By J.P. Dahdah, Founder & CEO of Vantage Everywhere I turn, I hear grumbling about the “volatility in the market.” I turn on CNBC and it is all about how volatility is erasing billions of dollars from investor portfolios. I pick up the Wall Street Journal and see pictures of traders super stressed about the massive daily swings they are…
By J.P. Dahdah, Founder & CEO of Vantage Love is in the air in February. Valentine’s Day marketing will flood our lives and remind us to reflect upon the people that matter most in our lives. We are encouraged to purchase gifts and/or plan a special occasion to communicate in some fashion that we love them. Even though a bouquet…