By J.P. Dahdah, Founder & CEO of Vantage Choosing where to invest your Self-Directed IRA is not as simple as buying and selling securities. Your money is at stake and bad investment decisions can result in significant losses. A good investment decision is ultimately grounded on a well-thought out and well-planned investment process. While there is no standard procedure for…
By J.P. Dahdah, Founder & CEO of Vantage When hearing the word “investment,” people tend to think about stocks of publicly listed companies and fixed income, like bonds. But contrary to popular view, there are investment opportunities outside the public market called “alternative assets” that are more suitable for a Self-Directed IRA investors. Stocks and bonds are what we call…
By J.P. Dahdah, Founder & CEO of Vantage Investing directly in private companies can take two forms: debt or equity. These two terms are commonly used business terms, but what is the difference? As a potential investor of your Self-Directed IRA in a private company, these two forms have different implications and can be viewed using four metrics, namely returns,…
By J.P. Dahdah, Founder & CEO of Vantage The very nature of investments means risks are inevitable. And, as you might expect, higher-risk investments often have the potential for a higher return. But higher risks also mean a higher potential for loss whether the investment is a traditional or an alternative asset. And while risks are unavoidable, especially when it…
By J.P. Dahdah, Founder & CEO of Vantage As more people begin to use Self-Directed IRAs and alternative investment opportunities, the number of scams and people trying to swindle each other out of money continues to rise. Below are three warning signs that you need to be aware of when looking to move retirement savings into a Self-Directed IRA account.…
By J.P. Dahdah, Founder & CEO of Vantage The difference in investment choices is what truly separates a brokerage IRA and a Self-Directed IRA. They both can allocate funds for traditional investment options like stocks, bonds, and mutual funds. Unfortunately, that is where they cease to be alike, and deciding between the two comes down to how much work and…