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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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Secure Act 2.0 Passage: Impact on IRAs

Three years after passing the SECURE Act of 2019, Congress passed the SECURE Act 2.0 to further advance the bipartisan policy initiative of increasing Americans’ retirement savings. Signed into law...

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Trend Spotlight – Bank Capital Raising

Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Across the alternative asset marketplace, many financial professionals are seeing seasoned investors starting to focus...

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IRS COLA Changes for 2023

Inflation is typically hard on retirement savers. As inflation cumulates year over year, an account balance will be losing purchasing power even if it’s still growing. For example, a shirt...

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