HOLIDAY CLOSURE: Our offices will be closed on Monday, May 27, 2024, in observance of the Memorial Day holiday. We will reopen for regular business hours on Tuesday, May 28, 2024. 
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Why Hedging Is an Important Investment Strategy

While depository financial organizations typically allow only cash or time deposit (certificate of deposit) investments, other investment firms (e.g., broker-dealers) focus on corporate stock and other securities. Self-directed IRA custodians,...

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Understanding IRS Form 5498: A Guide for IRA Owners

By May 31 each year, IRA trustees and custodians are required to send IRS Form 5498, IRA Contribution Information, to both IRA owners and the IRS. As its name suggests,...

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Investment Vehicles: Self-Directed IRAs vs. Taxable Accounts

Whether you have some money to invest now or you simply understand that you need to invest more in the future, being unsure of what vehicle to use for the...

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The Dark Side of AI: Protecting Yourself from Investment Fraud

In recent years, artificial intelligence (AI) has permeated nearly every aspect of our lives, promising convenience, efficiency, and innovation. From composing texts to aiding in financial decisions, AI has become...

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STRATA in the Community: Glow Over Waco 5K

Waco, Texas, shone brightly on April 6, 2024, as the city hosted the Glow Over Waco 5K, a dazzling event that lit up the night sky as part of the...

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7 Things You Might Not Know About an IRA

In the spirit of April being Financial Literacy Month, it’s a great time to point out some of the details about your self-directed IRA (SDIRA) that you might not be...

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