By J.P. Dahdah, Founder & CEO of Vantage I was a newly licensed financial advisor starting my career after graduating from The University of Arizona when the Roth IRA was created and brought to market by Congress in 1998 through the Taxpayer Relief Act of 1997. It’s crazy that more than 20 years have gone by since this powerful retirement…
Do You Know the Difference Between Traditional and Self-Directed IRAs? There are many different types of IRAs. But not everyone is aware of one kind that helps diversify their investments, have more flexibility, and protect against stock market volatility. Meet the Self-Directed IRA. One of the best-kept secrets in investing since 1974. While both traditional IRAs and Self-Directed IRAs are…
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…
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.…
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…
By J.P. Dahdah, Founder & CEO of Vantage Just because you have a Self-Directed IRA does not automatically mean you will become a successful investor. There are plenty of stories of investors using Self-Directed IRAs who could not take advantage of the opportunities available to them. Being successful with Self-Directed IRAs requires an eye for the right investments and sufficient…