By J.P. Dahdah, Founder & CEO of Vantage The very nature of investments means risks are inevitable. And, as you might expect, higher-risk investments often have the potential for a higher return. But higher risks also mean a higher potential for loss whether the investment is a traditional or an alternative asset. And while risks are unavoidable, especially when it…
By J.P. Dahdah, Founder & CEO of Vantage As more people begin to use Self-Directed IRAs and alternative investment opportunities, the number of scams and people trying to swindle each other out of money continues to rise. Below are three warning signs that you need to be aware of when looking to move retirement savings into a Self-Directed IRA account.…
By J.P. Dahdah, Founder & CEO of Vantage The difference in investment choices is what truly separates a brokerage IRA and a Self-Directed IRA. They both can allocate funds for traditional investment options like stocks, bonds, and mutual funds. Unfortunately, that is where they cease to be alike, and deciding between the two comes down to how much work and…
By J.P. Dahdah, Founder & CEO of Vantage When I’m asked “what is the most important financial habit one must possess to be successful with money?” my answer is “embrace your financial curiosity.” It’s true though. Financial independence is obtained when you have asked yourself all the right questions and have been disciplined enough to seek the right answers for…
By J.P. Dahdah, Founder & CEO of Vantage Setting up a Self-Directed IRA account can help you make wise investments to grow and expand your wealth. With a Self-Directed IRA, you can diversify your portfolio while also limiting your risk. There are ample alternative investments in comparison to what brokerage IRAs allow, but they do have some limitations. Here are…
By J.P. Dahdah, Founder & CEO of Vantage Staying proactive and helping relatives setup a retirement account can be beneficial to helping them build and save for their eventual retirement. Many times family members will try to find creative ways to encourage their relatives to save for older age and retirement, but creating an IRA or Self-Directed IRA account for…