Insights: News


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...

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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...

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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...

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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...

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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....

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Legislative Changes Impacting Missed RMDs

If you fail to take a required minimum distribution (RMD) from your self-directed IRA, you’ll owe an excess accumulation tax to the IRS. This includes IRA owners age 70½, 72,...

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