By J.P. Dahdah, Founder & CEO of Vantage The word of the moment: change. Between the Great Resignation starting in 2021, and the recent run of layoffs in the tech sector and elsewhere, millions of Americans have experienced a change in employment status. As a result, they’ve had to take a close look at their 401(k) retirement saving accounts and…
By J.P. Dahdah, Founder & CEO Your investment dollars matter. Whether you are adding money to a retirement account, buying a new rental property, or diversifying your portfolio, there’s critical information you need to know. This is especially true as you take a step outside the traditional investment market and into the alternative investing space. At Vantage, we work hard…
By J.P. Dahdah, Vantage Founder & CEO I share the benefits of Self-Directed IRAs (SDIRAs) every day. How they give power back to the investor. How they allow you to invest your IRA outside the stock market. How they diversify portfolios in good times and bad. But today, I want to talk about the downsides. Traditional IRA investing doesn’t…
Financial literacy is something we take seriously at Vantage. So this month, in the spirit of going back to school, we are focusing on questions submitted by our clients and social media followers. In the video below, Vantage CEO J.P. Dahdah covers questions about the following: Investing in cryptocurrencies with a Self-Directed IRA Using a financial advisor to guide…
Investing early in life can be a great way to learn more about the market and save up for retirement. But a lot of people don’t know where to begin. So this month, we have a very special guest, Austin Hankwitz. Vantage CEO J.P. Dahdah sits down with Austin to talk about how the 2008 recession shaped his view…
If you want to take more control of your IRA dollars, a Checkbook IRA LLC, or an IRA-owned LLC, is worth exploring. Not only does it offer the most control over your IRA investments, it also allows for a hands-on approach to purchasing and maintaining your assets. If you are comfortable, confident, and want to handle all of your IRA…