By J.P. Dahdah, Founder & CEO of Vantage The world of Self-Directed IRAs is fast-paced and constantly evolving. With numerous shifting investment trends and technological advancements, 2023 is proving to be a noteworthy year. As we reach the midway point of the year, it’s important to take inventory of how these recent trends are impacting your investment and retirement plans.…
By J.P. Dahdah, Vantage Founder & CEO A well-funded retirement is the ultimate goal for many investors. But with the ever-changing financial landscape, it’s essential to adapt and make smart decisions to secure your financial future. One important decision is whether to convert your Traditional Self-Directed IRA to a Roth Self-Directed IRA. This conversion can offer significant tax advantages and…
By J.P. Dahdah, Founder & CEO of Vantage The word of the moment: change. Between the Great Resignation starting in 2021, and the recent run of layoffs in the tech sector and elsewhere, millions of Americans have experienced a change in employment status. As a result, they’ve had to take a close look at their 401(k) retirement saving accounts and…
By J.P. Dahdah, Founder & CEO Your investment dollars matter. Whether you are adding money to a retirement account, buying a new rental property, or diversifying your portfolio, there’s critical information you need to know. This is especially true as you take a step outside the traditional investment market and into the alternative investing space. At Vantage, we work hard…
By J.P. Dahdah, Vantage Founder & CEO I share the benefits of Self-Directed IRAs (SDIRAs) every day. How they give power back to the investor. How they allow you to invest your IRA outside the stock market. How they diversify portfolios in good times and bad. But today, I want to talk about the downsides. Traditional IRA investing doesn’t…
Financial literacy is something we take seriously at Vantage. So this month, in the spirit of going back to school, we are focusing on questions submitted by our clients and social media followers. In the video below, Vantage CEO J.P. Dahdah covers questions about the following: Investing in cryptocurrencies with a Self-Directed IRA Using a financial advisor to guide…