By J.P. Dahdah, Founder & CEO of Vantage To Invest is typically not an area in which most people feel confident. Anything surrounding financial matters tends to make people uncomfortable, stressed, and anxious. We worry about earning enough money, saving enough money, protecting our money, and finding effective multiplying our money strategies. Add these concerns on top of the long…
By Bobbielynn Berry, Vantage Institutional Relationship Specialist A Vantage Self-Directed Roth IRA account can help support our next generation’s education and financial literacy. Do you have a child in your life able to or already earning an income? Have you considered establishing a Self-Directed Roth IRA as a way to save money for their college tuition? There is a…
By J.P. Dahdah, Founder & CEO of Vantage Do you believe that you can accomplish your financial goals? There are two types of investors, those who expect others to reach their financial goals for them and those who place that responsibility on themselves. Self-directed investors understand that “I” is the most crucial letter in IRA. Sure, it’s easier to blame…
By J.P. Dahdah, Founder & CEO of Vantage Contributing the maximum amount to your IRA makes financial sense, but why? All financial institutions and trusted advisors will be encouraging you to focus on one thing in April: taxes. Vantage is no different, but we do have a small spin on the message. Typically, the spotlight is on tax minimizing strategies,…
By J.P. Dahdah, Founder & CEO of Vantage With freedom comes responsibility. Self-Directed IRA (SDIRA) account holders are not immune to this reality. I regularly share my insights about the long list of powerful benefits SDIRAs, but there are hurdles to these accounts as with most things in life. The burdens exist within the realm of personal accountability. Building wealth…
By J.P. Dahdah, Founder & CEO of Vantage What Restrictions Do You Have? To maximize your physical wellbeing, you evaluate what food or items you are consuming, which may harm your body. Do you have food sensitivities, allergies, etc.? If, after evaluation, you learn “for your body,” it’s best to eat gluten-free, dairy-free, low-carb, or plant-based…you have a choice to…