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...
IRS Annual Requirements for Alternative Asset Valuations
The IRS requires all retirement plan accountholders to obtain and report the fair market value (FMV) of assets held in their account(s) on an annual basis. The current value of...
Tax-Smart IRA Strategies for 2024
The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...
2023’s Impact on Retirement Strategies
As we approach the start of a new year, you may benefit from a few observations about your retirement plans and investments. 2023 has been a unique year to say...
Your 2024 IRA Calendar
A self-directed IRA (SDIRA) has the potential to greatly benefit your retirement goals – but being proactive is key to easy management. With the new year approaching, there’s no time...
Investor Insights: STRATA’s 2023 Investor Survey Report
In the last year, we’ve seen a more favorable turn in market conditions for alternative investments. This environment is leading investors to take a more optimistic approach while still keeping...
