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May
26

Does Your IRA Statement Have You Down? It’s Your Fault.

SOURCE: JP Dahdah, Posted in CEO's Blog

One of the most powerful questions I ask when I teach is, “What motivated you to attend this workshop today?” The most common response I receive is, “I am tired of watching my money evaporate in the stock market and I want to learn more about alternative investment options.”   I always con...

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April
28

You Bought What With Your IRA?

SOURCE: JP Dahdah, Posted in CEO's Blog

So, you are looking for a new way to invest with your Individual Retirement Account. How about putting some of it into a rental property or into your neighbor's start-up business? Unlike a typical IRA, the Self-Directed IRA enables owners to pursue a wide variety of investments well outside the scop...

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March
30

Embrace Your Financial Curiosity

SOURCE: JP Dahdah, Posted in CEO's Blog

I am often asked, “what is the most important financial habit one must possess to be successful with money?” My answer is “financial curiosity,” which surprises people.  It is true, though.  Financial independence is obtained when you have asked yourself enough of the right questions and h...

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