We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations.

Insights: News

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Patrick Hagen Featured in U.S. News and World Report

STRATA’s Patrick Hagen Featured in U.S. News & World Report’s “How to Leverage 0% Interest Rates in a Self-Directed IRA”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor - A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One...

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MarketWatch Features Kelli Click, STRATA Trust Company

STRATA’s Kelli Click Featured in MarketWatch’s “How To Decide If You Should Invest In A 401(K), Roth 401(K), or IRA or Roth IRA”

Article originally published on MarketWatch by Ellie Ismailidou -  Too much choice can sometimes be a bad thing in life and it’s no different in saving for retirement. 401(k), Roth...

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Kelli Click Featured in U.S. News & World Report - STRATA Trust Company

STRATA’s Kelli Click Featured in U.S. News & World Report’s “5 RMD Rules That Investors Should Know”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor -  Understanding the rules for what's required minimum distributions, known as RMDs, can be difficult, but failing...

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Karen Rands - Compassionate Capitalist Podcast

STRATA Trust Company Appears on the Compassionate Capitalist Podcast with Karen Rands

Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Karen Rands on the Compassionate Capitalist podcast about how to use self-directed retirement accounts as an...

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STRATA Trust Company Gives to CASA of McLennan County Toy and Gift Drive

STRATA In The Community: CASA Holiday Toy & Gift Drive

Each holiday season, CASA of McLennan County invites organizations and individuals to provide gifts for children in the foster care system. This annual project is a wonderful opportunity for STRATA...

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STRATA Trust gives to UHS Make A Wish Come True Program

STRATA In the Community: University High School “Make A Wish Come True” Program

Continuing a tradition of supporting causes that are important to us and to our community, STRATA Trust once again supported University High School’s annual “Make A Wish Come True” Program...

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