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STRATA Trust Retirement Planning for the Forward-Thinking Investor

Retirement planning for the forward-thinking investor: 7 ways you didn’t know you could invest

2020 has been a challenging year for investors and the long-anticipated end to the historical bull run has come to fruition. The Dow Jones Industrial Average and S&P 500 are...

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More time to make 2019 ira contributions

More Time to Make 2019 IRA Contributions

In a typical year, the deadline to file your federal tax return for the prior year is April 15 (unless you have a filing extension until October 15). So far,...

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

STRATA’s Kelli Click Featured: “4 Rules For Buying An Investment Property In A Recession”

Article originally published in U.S. News & World Report by contributor Rebecca Lake -  When a recession takes hold, your first instinct may be to do some strategizing with your...

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A New Reason to Open a SIMPLE IRA Plan

A New Reason to Open a SIMPLE IRA Plan

If you own a business with no more than 100 employees who earned $5,000 or more last year, you are eligible to establish a special type of retirement plan for...

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The CARES Act

The CARES Act: Top 8 Changes It Brings To IRAs

On March 27, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law. The $2.2 trillion aid represents an unprecedented initiative to support the U.S. economy during...

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The Diversification Test

The Diversification Test: Is Your Portfolio Really Ready for the Next Big Pullback?

One of the basic principles of investing boils down to what the investor can and cannot control. They can do everything “right” and still lose money in the market. There...

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