By J.P. Dahdah, Founder & CEO of Vantage With another year behind us, it is essential to review your IRA investment. To ensure that your holdings can produce your desired results, evaluate if you should consider any adjustments to your IRA investment. Public markets continue to experience a forecast of less than favorable conditions for the year ahead. Investors who…
How would you have liked to have been warned about the drastic decline in the financial markets prior to The Great Recession? By J.P. Dahdah, Founder & CEO of Vantage If alerted, would you have taken swift action to protect your retirement savings from major loss? Hindsight is always 20/20. Given the historical losses experienced by millions of Americans, everyone…
I Love Models… By J.P. Dahdah, Founder & CEO of Vantage Although pretty people are great, I am not talking about fashion models. I am talking about investment models. The irony is regardless of which one I reference, what makes each of them a “Super Model” is the value they can produce. Successful investors don’t leave things to chance. They…
HOW CAN A SMALL BALANCE IRA BE SELF-DIRECTED? By J.P. Dahdah, Founder & CEO of Vantage As the CEO of Vantage, I have the unique opportunity to speak in front of scores of CPAs, attorneys, registered investment advisors, real estate professionals, and individual investors just like you about the power and virtually unlimited investment choices offered through Self-Directed IRAs. One…
By J.P. Dahdah, Founder & CEO of Vantage Alternative investors share a common struggle in identifying the best way to gain access to and select high quality opportunities. All of us want to direct our hard earned savings into strategies which yield the best results while simultaneously limiting our portfolio’s exposure to loss. Prior to a selection being made, there…
By J.P. Dahdah, Founder & CEO of Vantage As we all take time on the 4th of July to celebrate our nation’s birthday, and the freedom our great country provides us, I felt it was appropriate to shine a light on the freedom that a truly Self-Directed IRA provides those who choose to establish and maintain one. Self-Directed IRAs are…