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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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Is Recession-Proofing Retirement Savings Possible?

Some economists maintain that the U.S. is in or about to enter a recession. That can lead to a drop in the stock market, increased unemployment, and rising inflation. Market...

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2021 COLA Announcement: Impact on IRAs

SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

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Private Debt

Diversifying Your Retirement Portfolio: Everything Investors Need to Know About Investing in Private Debt

As investors navigate an already choppy economy, recent spikes in coronavirus cases and heightened political tensions across the U.S. have some investors’ nerves rattled. Some may be seeking to diversify...

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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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Crowdfunding investing in a Self-Directed IRA

Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?

Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...

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