Holiday Closure: Our offices will be closed on Thursday, November 24, 2021, and Friday, November 25, 2021, in observance of Thanksgiving.  We will reopen for regular business hours Monday, November 29, 2021. 
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Do Real Estate Investing Opportunities Still Exist?

Real estate moves in cycles, and we have been seeing an ‘up’ market in the past year, as record low interest rates, shifting work requirements, and lifestyle preferences sent homebuyers...

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

STRATA’s Kelli click Featured: “3 Rules for Buy and Hold Real Estate Investing”

Article originally published in U.S. News & World Report by contributor Rebecca Lake –  “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental...

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STRATA Trust Company Reaches $2 Billion AUC Milestone

Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...

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IRA Rollover Opportunities for Financial Advisors

While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...

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