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2023’s Impact on Retirement Strategies

As we approach the start of a new year, you may benefit from a few observations about your retirement plans and investments. 2023 has been a unique year to say...

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Investor Insights: STRATA’s 2023 Investor Survey Report

In the last year, we’ve seen a more favorable turn in market conditions for alternative investments. This environment is leading investors to take a more optimistic approach while still keeping...

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Key SDIRA Terms Defined

A self-directed IRA (SDIRA) is a tax-advantaged retirement savings account that provides individuals with more investment options and greater control of their retirement savings than a traditional retirement savings plan....

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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...

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Can My SDIRA Invest in an LLC?

Well, the simple answer is yes! A Limited Liability Company (LLC) is a popular alternative investment option for self-directed IRA (SDIRA) owners – in part because of the range of...

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Financial Professionals: Looking for Capital?

What do Uber, Airbnb, Slack, SpaceX, and DoorDash all have in common? All of these companies were venture capital (VC)-backed organizations from the U.S. Most VC firms, traditional fund managers,...

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