
Reducing Taxes in Retirement With An IRA
It’s never too early to begin thinking about how to reduce your income tax liability in retirement – especially because some strategies require action in the years leading up to...

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....

Historical Trends of Alternative Investment Markets
Self-Directed Individual Retirement Accounts (SDIRAs) permit diversification into a broader range of investments than conventional IRAs, while providing similar tax benefits. SDIRAs can include alternative assets such as private equity,...

Investing Your SDIRA in Real Estate
Investors have long pursued real estate investments for accumulating and growing wealth. This investment option is often used to diversify a portfolio from securities and other investments tied to the...

STRATA in the Community: Celebrating World Blood Donor Day
Many blood banks around the globe are facing a "Critical Need" for blood donations. Carter BloodCare, one of Texas’ largest blood centers, is in desperate need of regular donations to...

Is Recession-Proofing Retirement Savings Possible?
Some economists maintain that the U.S. is in or about to enter a recession. That can lead to a drop in the stock market, increased unemployment, and rising inflation. Market...