By J.P. Dahdah, Founder & CEO of Vantage With another year behind us, it is important to take time to review your IRA’s investments and evaluate if any adjustments should be considered to ensure that your holdings can produce your desired results. As the public markets continue to experience increased volatility and a forecast of less than favorable conditions for…
Begin self-directing your retirement with three steps: Many hard-working people like you are starting to take control of their investment dollars by opting for a Self-Directed IRA. Are you concerned that your IRA may not be substantial enough to provide a comfortable retirement? Are you tired of a low rate of return on your IRA portfolio? If so, our IRA…
By: Nadiya Waterloo, CISP, CSDIP, Vantage Team Lead You have likely come across the term “accredited investor” in your search for private alternative investment opportunities. Being an accredited investor allows you to access investments, such as private equity investments, venture capital funds, or private placements. Historically, an investor had to meet net worth and sophistication standards set by the U.S.…
By J.P. Dahdah, Founder & CEO of Vantage It’s not what you know, but who you know Sure, having access to influential investors can help uncover potentially profitable opportunities not readily available to the average Joe. However, in my experience, you don’t need to look very far to find beneficial relationships that can improve your ability to supercharge your Self-Directed…
By J.P. Dahdah, Founder & CEO of Vantage FOMO, the fear of missing out All of us can relate to the feelings created by it. We can experience it any time we get an invite to a party, vacation, or special event. For some reason, we cannot be present for all the fun we believe others will have without us. …
By J.P. Dahdah, Founder & CEO of Vantage If you were born between 1944 and 1964, you’re in an age demographic labeled as a Baby Boomer. Regardless of where you fall within the age spectrum, there is an IRA strategy widely used by investors recommended by their advisors. As you age, you direct your IRA towards safer, lower-risk investments. Baby…