By J.P. Dahdah, Founder & CEO of Vantage Did you know that in the second quarter of 2013, private equity investments on the United States were valued at $71 billion? That is a lot of money, and a lot of it actually comes from investors just like you. In fact, private equity investments are some of the best ways to…
By J.P. Dahdah, Founder & CEO of Vantage Historically, investing in startups, private placements or other alternative assets has had its hurdles. Primarily that only “accredited investors” (those whose net worth exceeds $1 million, excluding their primary residence, or who earn more than $200,000 a year) were allowed to participate. That will soon be a thing of the past. The…
By J.P. Dahdah, Founder & CEO of Vantage A recent Microsoft survey concluded that people have an attention span of only 8 seconds; a decrease from the previous average of 12 seconds (year 2000). That is lower than the 9-second attention span of a goldfish! Our society has become so obsessed with constant content delivered through portable devices, Instagram, Snapchat…
By J.P. Dahdah, Founder & CEO of Vantage A prohibited transaction occurs when a retirement plan (e.g. self directed IRA or 401k) transacts with a disqualified person. IRC § 4975. A transaction is pretty easy to identify and is defined in the code as a sale, lease, exchange, payment, or other transfer of money from a retirement plan. If that transaction…
By J.P. Dahdah, Founder & CEO of Vantage The world is flat. Well, not technically, but some investors have begun to diversify internationally seeking attractive returns in emerging markets. Our office is experiencing an increase in real estate investments involving Latin American countries such as Mexico, Costa Rica, Guatemala, Panama, Dominican Republic and Brazil. Underdeveloped countries can offer tremendous wealth…
By J.P. Dahdah, Founder & CEO of Vantage A fantastic article about the growing interest in Global Alternative Assets Part 1 of 2 A recently published report by Pricewaterhouse Coopers titled ‘Alternative Asset Management in 2020: Fast Forward to Center Stage’, predicts global alternative assets will increase to $15.3 trillion by 2020. In the lead up to the boom, the…