STRATA in the Community: Habitat for Humanity
As one of the largest well-known nonprofit organizations in the world, Habitat for Humanity is dedicated to supplying shelter and mortgage relief to those in need. Across the globe, this...
Secure Act 2.0 Progress Update: Halfway There
“SECURE ACT 2.0” has been in the news for so long, some people may no longer believe in its potential to become law—legislators were talking “2.0” within months after the...
May 2022 To-Do List For Self-Directed IRAs
As we get into the month of May, there are some self-directed IRA deadlines and responsibilities to have on your radar. These tasks are essential not only for IRS reporting...
IS IRA Checkbook Control Risky?
When you’re buying and selling investments for your self-directed IRA and time is of the essence, having checkbook control of your IRA assets can sound appealing—but it does come with...
STRATA in the Community: Unbound Waco 5K
Unbound Waco hosted its 10th annual Unbound Light Up the Dark 5K on April 9th, 2022. This event, presented by Chick-fil-A Baylor University, raises funds and awareness for the anti-human...
How Financial Advisors Can Prep for the Great Wealth Transfer
As the “Great Wealth Transfer” is set to begin, the investment landscape is bound to see major changes as Millennials, as well as members of Generation Z and Generation X,...
