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In the News: Advisor Sees Big Tax Benefits in Trump Bill – Scottsdale Progress

by Kevin Qian | Jul 29, 2025 | In the News

See the full article in The Scottsdale Progress here: http://cleardirectioninvestments.com/wp-content/uploads/2025/07/Scottsdale-Progress-story.pdf  A Scottsdale asset manager says business owners “will see a significant benefit from the passage of the One Big...

Press Release: Scottsdale Financial Firm breaks down the tax benefits of One Big Beautiful Bill Act (OBBBA)

by Kevin Qian | Jul 23, 2025 | In the News

See our feature in – https://azbigmedia.com/business/expert-breaks-down-tax-benefits-of-one-big-beautiful-bill-act/ Scottsdale, AZ – Randy Stoltz, founder, lead advisor and asset manager for Scottsdale-based Clear Direction Investments, says Valley...

Video: Randy Stoltz on the US Stock Rebound – 12 News

by Kevin Qian | Jul 15, 2025 | In the News

Randy Stoltz, owner of Clear Direction Investments and investment expert, weighed in on the recent US Stock Rebound on AZ 12 News for June 30, 2025, and what it means for residents of the Valley. Watch the clip on YouTube below!...
Press Release: Local Asset Manager Completes Advanced IRA Training at National 20 – Year Conference Hosted by America’s IRA Experts

Press Release: Local Asset Manager Completes Advanced IRA Training at National 20 – Year Conference Hosted by America’s IRA Experts

by Kevin Qian | Jul 15, 2025 | In the News

SCOTTSDALE, AZ – Randall B. Stoltz, President of Clear Directions Investments, completed advanced IRA training with Ed Slott and Company, LLC at the 20th Anniversary Ed Slott’s Elite IRA Advisor Group℠ workshop, held May 15–16 in Atlanta, Georgia—the program’s...

Recent Posts

  • In the News: Advisor Sees Big Tax Benefits in Trump Bill – Scottsdale Progress
  • Press Release: Scottsdale Financial Firm breaks down the tax benefits of One Big Beautiful Bill Act (OBBBA)
  • Video: Randy Stoltz on the US Stock Rebound – 12 News
  • Press Release: Local Asset Manager Completes Advanced IRA Training at National 20 – Year Conference Hosted by America’s IRA Experts
  • DST 1031 Exchange: Landlord Style Assets Without the Landlord Hassle

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    CONTACT

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    8390 E. Via de Ventura
    Suite F-205
    Scottsdale, AZ 85258

    FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business. 

    Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser.

    To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

    CIS and CAM are also independent of the Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.

    This site, including videos and material, is for informational purposes only and does not constitute an offer to buy or sell any investment. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments which include, but not limited to, illiquidity, loss of entire principal, declining market values, and tenant vacancies and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor.

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