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How Does Fair Market Value Apply To My Self-Directed IRA?

A self-directed IRA allows you the freedom to invest your IRA assets in much more than mutual funds, bonds, and ETFs, which are subject to fluctuations in the stock market....

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Tax Advantages for Growing Families

Congratulations if you welcomed a new member to your family this year! Having little ones is expensive, whether you’re paying hospital bills or adoption expenses, or just keeping up with...

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STRATA In The Community: CASA of McLennan County

When children enter the foster care system because their home is no longer safe, CASA of McLennan County and its network of invested, compassionate Court Appointed Special Advocate (CASA) volunteers step...

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STRATA In The Community: The Shepherd’s Heart

The poverty rate in Central Texas is double the national average and accounts for over 30% of the population. 1 in 4 children under the age of 5 does not...

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STRATA’s Kelli Click Featured: “Can Alternative Investments Soften the Blow of Volatile Markets?”

Article originally published on TheStreet - It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market indices hitting new record highs in...

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SECURE Act 2.0

Legislation Watch: Secure Act 2.0, Are You Ready?

Sometimes change can be the catalyst for … more change. It’s been one year since the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) kickstarted a...

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