By J.P. Dahdah, Founder & CEO of Vantage Our lives are created by the choices we make every single day. Hopefully, we make more great choices than poor ones. When we make a bad choice, we should seek to learn from that mistake so that both we as individuals, and our loved ones whose actions are influenced by our behavior,…
By J.P. Dahdah, Founder & CEO of Vantage It seems like the only thing the media reports on these days is the looming bad news surrounding the ‘fiscal cliff’ America may face in 2013. And all I keep thinking is “who cares?” Sure the politicos have strong viewpoints about how the Government should handle the serious economic issues affecting the…
By J.P. Dahdah, Founder & CEO of Vantage Although pretty people are great, I am not talking about fashion models. I am talking about investment models. The irony is that regardless of which model I reference, what makes both of them “Super Models” is the value they can produce. Successful investors don’t leave things to chance. They have very specific…
By J.P. Dahdah, Founder & CEO of Vantage What? You haven’t heard of this device before? I am not surprised. Most game changing tools are kept from us far too long by the parties who would be negatively affected by our knowledge of the tool’s existence. No, this is not a Smart Phone. It is a Smart IRA. It is…
No updated valuation, so client must take 2K distribution on investment worth less: By Bruce Kelly ( Investment News ) A dead-in-the-water limited partnership that just won’t go away is giving an investor and his financial adviser fits in a scenario that is playing out with increasing frequency. The root of the problem is the value of the partnership, the CNL…
By J.P. Dahdah, Founder & CEO of Vantage One of the most powerful questions I ask when teaching workshops is, “What motivated you to attend this workshop today?” The resounding response is, “I am tired of watching my money evaporate in the stock market, and I want to learn more about alternative options.” I always congratulate these attendees for making…