By J.P. Dahdah, Founder & CEO of Vantage I love July. Not only is it the month of my birthday, but the good ol’ U.S. of A. celebrates her birthday as well. Summertime puts most of us in a better mood. The kids are out of school, vacations are planned and best of all, we get to celebrate our country’s…
In a recent article shared by our friends at FNEX, we review how alternatives can provide income in retirement? Equity and bonds do not offer uncorrelated returns. Thanks to the intervention of central banks – and their quantitative easing programmes – both bond markets and equity markets have risen in unison over the past five years. Read more from FNEX….
By J.P. Dahdah, Founder & CEO of Vantage Would you be surprised to hear that I believe the Self-Directed IRA is not for everyone? If fact, I believe that you should not be a Self-Directed IRA holder unless you can clearly outline why this type of IRA fits into your overall financial philosophy. Self-Directed IRA holders are a purposeful, driven…
By J.P. Dahdah, Founder & CEO of Vantage Being a Self-Directed investor does not mean you have to go through your financial journey alone. In fact, very few high net worth individuals would tell you that they reached their level financial success by themselves. Making sound financial moves consistently requires a high level of financial literacy and it is difficult…
By J.P. Dahdah, Founder & CEO of Vantage Ever wonder what the noise about crowdfunding is all about? Why are so many people jumping on board? In this post, we’ll discuss the top reasons that investors are participating in crowdfunding and who the primary investors are. Key Drivers of Investor Crowdfunding Participation Survey data released by The Crowdfunding Professional Association…
Even the awesome folks over at the Charfen Institute have loved the Self-Directed IRA for years! See their video and blog post here. “http://www.cias.com — Using a Self Directed IRA (SDIRA) to Buy Real Estate The New York Times recently reported a story by Paul Sullivan titled “Tackling Real Estate in a Do-It-Yourself Approach to I.R.A.’s” that caught my attention.…