CEO’s Blog

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 set the…

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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…

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December
30

Will the Financial Force be With You in 2018?

SOURCE: JP Dahdah, Posted in CEO’s Blog

Yes, I did it.  I too am using a Star Wars reference to share my message with you this month.  Kind of hard not to since everywhere I turned this past holiday season there was merchandising, commercials, conversations and branding about Star Wars. Whether or not you saw the latest…

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