By J.P. Dahdah, Founder & CEO of Vantage According to a study published by the Employee Benefit Research Institute, investors who did not use a Self-Directed IRA to execute investment transactions prior to 2008 lost an average of 25% from their 401k plans during the 2008 global economic crisis. The inflexibility of traditional IRAs makes them non-conducive for investing in…
By J.P. Dahdah, Founder & CEO of Vantage According to recent IRA statistics, only 2% of all IRA assets are in the form of a Self-Directed IRA. Given that traditional IRAs have several limitations that restrict investors from making sound investment decisions, it is well worth asking why many have yet to take advantage of the benefits of Self-Directed IRAs.…
By J.P. Dahdah, Founder & CEO of Vantage Are you frustrated with the fact that your IRA has not grown in the last decade? This is a terrible feeling and as retirement looms, a stagnant stock market has proven to be a difficult place to earn solid returns. With Certificates of Deposits earning less than 1%, and bonds yielding less…
By J.P. Dahdah, Founder & CEO of Vantage Choosing where to invest your Self-Directed IRA is not as simple as buying and selling securities. Your money is at stake and bad investment decisions can result in significant losses. A good investment decision is ultimately grounded on a well-thought out and well-planned investment process. While there is no standard procedure for…
By J.P. Dahdah, Founder & CEO of Vantage When hearing the word “investment,” people tend to think about stocks of publicly listed companies and fixed income, like bonds. But contrary to popular view, there are investment opportunities outside the public market called “alternative assets” that are more suitable for a Self-Directed IRA investors. Stocks and bonds are what we call…
By J.P. Dahdah, Founder & CEO of Vantage Investing directly in private companies can take two forms: debt or equity. These two terms are commonly used business terms, but what is the difference? As a potential investor of your Self-Directed IRA in a private company, these two forms have different implications and can be viewed using four metrics, namely returns,…