Is Your Portfolio Prepared for an Economic Roller Coaster?
If market volatility has kept you from looking beyond your balances this year, now can be a good time to evaluate your portfolio on a deeper level. Studies show maintaining...
3 Tips For Safe Self-Directed IRA Investing
A self-directed IRA allows you to invest in almost anything from a local business to a new technology breakthrough like life-saving medical devices. These non-traditional investments are associated with the...
Secure Act 2.0 Progress Update: Halfway There
“SECURE ACT 2.0” has been in the news for so long, some people may no longer believe in its potential to become law—legislators were talking “2.0” within months after the...
STRATA in the Community: Unbound Waco 5K
Unbound Waco hosted its 10th annual Unbound Light Up the Dark 5K on April 9th, 2022. This event, presented by Chick-fil-A Baylor University, raises funds and awareness for the anti-human...
Which Retirement Plan Is Right For Your Business?
As a business owner, you can sponsor a retirement plan that can help you and your employees save for the future — without having to deal with the administrative and...
STRATA in the Community: CASA of McLennan County and the Salvation Army
We are all truly #BetterTogether. Volunteering our time and resources to causes we are passionate about is how we leave a lasting impact on our communities. STRATA Trust Company was...
