By J.P. Dahdah, Founder & CEO of Vantage I love July. Not only is it the month I celebrate my birthday, but the good ol’ US of A turns another year older, too. Summertime is fantastic because it puts most people in a better mood. Kids are out of school, family vacations are taken, and best of all, we celebrate…
PHOENIX – JP Dahdah, CEO of Vantage Self-Directed Retirement Plans, a self-directed retirement plan administrator and record-keeping service for individuals and small business owners, will be leading the panel, “From California to Arizona: The People and Jobs Pipeline” at AZ DealMakers 3: Arizona’s RE Bounce Back event from 2 to 6 p.m. Feb. 23 at the Arizona Biltmore Arizona economic…
By J.P. Dahdah, Founder & CEO of Vantage As self-directed investors, we continually seek the next high growth opportunity for our retirement savings. The challenge seems to be that there is always a select group of lucky individuals who have access to “hockey stick” deals. Nonetheless, websites like www.SecondMarket.com, www.Fundable.com, and www.prosper.com have gained media attention because they offer visitors…
By J.P. Dahdah, Founder & CEO of Vantage There are two types of investors in the world. Those who expect others to achieve their financial goals for them and those who place that responsibility on themselves. Self-directed investors understand that “I” is the most important letter in IRA. This is your individual retirement account. Sure, it’s easier to blame others…
By J.P. Dahdah, Founder & CEO of Vantage All financial institutions and trusted advisors will be encouraging you to focus on one thing in April, taxes. Vantage is no different, but we do have a small spin on the message. Typically, the spotlight is placed on tax minimizing strategies, such as contributing to your IRA before April 17th. Sure, contributing…
By J.P. Dahdah, Founder & CEO of Vantage There are two critical attributes to financial discipline. The first is doing what you know you should do to be financially successful (i.e. saving regularly by paying yourself first). The second, and most often overlooked, is not doing what you know you should not do. I recently learned that the primary difference…