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March
30

Investing In Private Companies Like a Boss

SOURCE: JP Dahdah, Posted in CEO's Blog

I frequently get asked what type of assets I invest in.  I assume that people’s curiosity stems from the fact that I spend every work day educating others about the benefits of taking control of their retirement and truly diversifying their portfolios within alternative assets.  Well, just to se...

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March
29

In The News: How Tax Reform Affects Roth Recharacterizations

SOURCE: JP Dahdah, Posted in News

The 2018 Tax Reform bill, previously referred to as the Tax Cuts and Jobs Act, was signed into law on December 20th, 2017 and is considered one of the most sweeping tax laws passed in the past 30 years.  While this bill has an impact on a variety of tax codes, there is one specific change that coul...

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January
26

All Hail the Roth IRA!

SOURCE: JP Dahdah, Posted in CEO's Blog

In 1998, I was a brand new Financial Advisor starting my career after graduating from The University of Arizona. That same year Congress introduced the Roth IRA to the American people.  It has been 20 years since this powerful retirement savings vehicle was born, and yet I do not feel it gets the r...

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