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STRATA’s Patrick Hagen Featured: “Bringing Alternative Assets Into 401(k) Plans”

Article originally published in PlanAdviser by Lee Barney –  While the stock market has recovered since its sharp 30% downturn in March at the onset of the coronavirus pandemic in the U.S., plan...

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What investors need to know about crowdfunding

Diversifying Your Retirement Portfolio: What Investors Need to Know About Investing in Crowdfunding

The current environment has highlighted the importance of having a portfolio that is diversified enough to withstand market turbulence. As investors seek shelter from the storm that COVID-19 has brewed...

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The benefits of alternative investments

Gaining the Competitive Edge: The Benefits of Alternative Investments

The beginning of 2020 has been marked with extreme market volatility and mounting investor concerns amid the coronavirus pandemic and resulting economic slowdown. Investors are more tuned in than ever...

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SELF-DIRECTED IRA INVESTORS MAY PROVIDE A LIFELINE FOR SMALL BUSINESSES IN THE POST-COVID ERA

Self-Directed IRA Investors May Provide a Lifeline for Small Businesses in the Post-Covid Era

As the global pandemic continues to unfold, small businesses are moving quickly to adapt to the new normal, working to maintain pace in their growth, stay in front of customers...

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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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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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