Insights: Alternative Investments

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STRATA’s Patrick Hagen Featured: “What Investors Should Know About Private Equity”

Article originally published on TheStreet -  Private equity investments via self-directed individual retirement accounts allow investors to move money from publicly traded stocks, bonds or mutual funds into non-correlated options....

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What Tax-Free Growth Looks Like

Whether you’re saving for retirement or another financial goal, it’s important to consider how the tax benefits available with different types of accounts will help you reach your financial objectives....

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Tax-Smart Tips for Moving IRA ASSETS

One of the primary benefits of saving for retirement in an IRA is that you have control over your account and your investments. You can move your IRA assets from...

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Self-Directed IRA Trends and Outlook

Investors are catching their collective breath after an incredibly challenging and unprecedented year. We witnessed the onset of a global pandemic that claimed hundreds of thousands of lives, social unrest...

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Tax Advantages for Growing Families

Congratulations if you welcomed a new member to your family this year! Having little ones is expensive, whether you’re paying hospital bills or adoption expenses, or just keeping up with...

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STRATA’s Kelli Click Featured: “Can Alternative Investments Soften the Blow of Volatile Markets?”

Article originally published on TheStreet - It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market indices hitting new record highs in...

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