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Latest Articles
In the News: Advisor Sees Big Tax Benefits in Trump Bill – Scottsdale Progress
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)
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 business owners...
Video: Randy Stoltz on the US Stock Rebound – 12 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
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...
DST 1031 Exchange: Landlord Style Assets Without the Landlord Hassle
The IRS refined and created the 1031 internal revenue code decades ago but within the past 20 years a Delaware Statutory Trust (DST) fund gave people another option to defer their taxes. When selling a business or investment property there may be large gains made on...
Opportunity Zone Investing
Opportunity Zones are areas of the United States, certified by the US Treasury and the IRS, which exist for investors to receive preferential tax treatment in exchange for investing long term in areas designated by the governors of each state. With specialized...