CEO’s Blog

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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November
30

Have You Outgrown Your Trusted Advisors?

SOURCE: JP Dahdah, Posted in CEO’s Blog

If you are like most investors, business owners or entrepreneurs, you do not want to learn the hard way that you have outgrown your financial advisor, accountant or attorney.  One of the frustrating realities of being an alternative investor is that it is hard to find trusted advisors who truly…

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