By J.P. Dahdah, Founder & CEO of Vantage IRA When it comes to your finances, how safe are your retirement savings? Most investors respond to this question based solely on the overall investment risk profile they attach to each asset in their retirement portfolio. But this type of analysis leaves their nest egg exposed to various other risk factors. Unfortunately,…
By: J.P. Dahdah, Vantage Founder & CEO All Self-Directed IRA account holders share one thing in common — the freedom to use their retirement savings to invest outside the stock market. Beyond that, however, each individual’s financial situation is uniquely their own, as is the amount of personal responsibility we choose to have to create the financial life we desire.…
By J.P. Dahdah, Founder & CEO of Vantage As the end of the year quickly approaches, we want to make you aware of some important transaction deadlines. To ensure we have the ability to complete your transaction on time, documents must be received in good order by the following dates: December 2, 2024 Roth IRA conversion (requiring a NEW Vantage…
By J.P. Dahdah, Founder & CEO of Vantage Money has been around for thousands of years. From the earliest use of metal coins to today’s advanced markets, money has long served as a representation of value. Because of this, our beliefs about money aren’t typically about dollars and cents—it’s about what it represents. Money is about status, access, comfort, freedom,…
By J.P. Dahdah, CEO & Founder There’s a nearly endless list of investment options on the market. While Vantage clients enjoy the investment control and freedom their alternative IRA provides, they are still responsible for choosing the right mix of investment strategies to help them achieve their retirement income goals. Savvy investors know that selecting the right asset strategies means…
By J.P. Dahdah, Founder & CEO of Vantage Real estate has long been a solid investment, promising strong returns for those who know how to navigate the market. And, with a Self-Directed Individual Retirement Account (IRA), you can invest your retirement funds directly into real estate with high growth potential. This powerful tool offers investors the flexibility to move beyond…