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...
STRATA in the Community: Adopt-a-Park
Located in the heart of central Texas, the city of Waco is the proud location of one of STRATA Trust Company’s two offices. STRATA is always looking for ways to...
A Review of the DOL Fiduciary Rule Rewrite
After years of wrestling with the best way to balance the needs of retirement plan savers with the investment industry’s compensation models, the Department of Labor has taken another crack...
IRS COLA Changes for 2024
After last year’s historic cost-of-living adjustments (COLAs), the changes for 2024 are more modest. While inflation remains a concern for many, it has moderated a bit; but still, many of...
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...
Equal Opportunity for All Investors Act of 2023
The Equal Opportunity for All Investors Act of 2023 was proposed to expand the individuals eligible to invest in start-up companies and other private placements. The bill passed the U.S....