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…
By J.P. Dahdah, Founder & CEO of Vantage FOMO, the fear of missing out All of us can relate to the feelings created by it. We can experience it any time we get an invite to a party, vacation, or special event. For some reason, we cannot be present for all the fun we believe others will have without us. …
By J.P. Dahdah, Founder & CEO of Vantage If you were born between 1944 and 1964, you’re in an age demographic labeled as a Baby Boomer. Regardless of where you fall within the age spectrum, there is an IRA strategy widely used by investors recommended by their advisors. As you age, you direct your IRA towards safer, lower-risk investments. Baby…