By J.P. Dahdah, Founder & CEO of Vantage Do you include retirement planning in your New Year’s resolutions? With 2019 behind us, we can begin to focus our attention on the new list of goals for the upcoming year. For some of you, the tradition of writing down your New Year’s resolutions has become a dreaded routine. Why? Because your…
By J.P. Dahdah, Founder & CEO of Vantage VOLATILITY Everywhere I turn, I hear complaints about the volatility in the market. I turn on CNBC, and it’s all about how volatility is erasing billions of dollars in value from investor portfolios. I pick up the Wall Street Journal, and I see the stress of traders. The recent volatility has led…
By J.P. Dahdah, Founder & CEO of Vantage To Invest is typically not an area in which most people feel confident. Anything surrounding financial matters tends to make people uncomfortable, stressed, and anxious. We worry about earning enough money, saving enough money, protecting our money, and finding effective multiplying our money strategies. Add these concerns on top of the long…
How many years have you worked in Phoenix and how many years total in your industry? I have worked in Phoenix since 1997, after graduating from the University of Arizona. I have been in my industry since then, too, for 22 years. What’s the most important trait of a good leader? In a word, humility. A good leader must clearly…
By J.P. Dahdah, Founder & CEO of Vantage Do you believe that you can accomplish your financial goals? There are two types of investors, those who expect others to reach their financial goals for them and those who place that responsibility on themselves. Self-directed investors understand that “I” is the most crucial letter in IRA. Sure, it’s easier to blame…
By J.P. Dahdah, Founder & CEO of Vantage Contributing the maximum amount to your IRA makes financial sense, but why? All financial institutions and trusted advisors will be encouraging you to focus on one thing in April: taxes. Vantage is no different, but we do have a small spin on the message. Typically, the spotlight is on tax minimizing strategies,…