By J.P. Dahdah, Founder & CEO of Vantage What? You haven’t heard of this device before? I am not surprised. Most game changing tools are kept from us far too long by the parties who would be negatively affected by our knowledge of the tool’s existence. No, this is not a Smart Phone. It is a Smart IRA. It is…
No updated valuation, so client must take 2K distribution on investment worth less: By Bruce Kelly ( Investment News ) A dead-in-the-water limited partnership that just won’t go away is giving an investor and his financial adviser fits in a scenario that is playing out with increasing frequency. The root of the problem is the value of the partnership, the CNL…
By J.P. Dahdah, Founder & CEO of Vantage One of the most powerful questions I ask when teaching workshops is, “What motivated you to attend this workshop today?” The resounding response is, “I am tired of watching my money evaporate in the stock market, and I want to learn more about alternative options.” I always congratulate these attendees for making…
By J.P. Dahdah, Founder & CEO of Vantage All investors have heard “it’s not what you know, but who you know” that can help you succeed in the wealth game. Sure, having access to influential and savvy investors can help uncover potential money making opportunities not readily available to the average Joe. In my experience, however, you don’t need to…
By J.P. Dahdah, Founder & CEO of Vantage I love July. Not only is it the month I celebrate my birthday, but the good ol’ US of A turns another year older, too. Summertime is fantastic because it puts most people in a better mood. Kids are out of school, family vacations are taken, and best of all, we celebrate…
PHOENIX – JP Dahdah, CEO of Vantage Self-Directed Retirement Plans, a self-directed retirement plan administrator and record-keeping service for individuals and small business owners, will be leading the panel, “From California to Arizona: The People and Jobs Pipeline” at AZ DealMakers 3: Arizona’s RE Bounce Back event from 2 to 6 p.m. Feb. 23 at the Arizona Biltmore Arizona economic…