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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 “4 Rules For Buying An Investment Property In A Recession”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor –  When a recession takes hold, your first instinct may be to do some strategizing with your portfolio. Seeking out recession-proof investments...

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

STRATA’s Kelli click Featured in U.S. News & World Report’s “3 Rules for Buy and Hold Real Estate Investing”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor –  “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental property...

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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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