Investments
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Is Buying Stock in Start-Up Companies a Reliable Way to Save for Retirement?
It’s open knowledge at this point that retirement is less stable than it once was. Retirement ages are being pushed back, social security is looking in doubt for future generations, and even a 401(k) doesn’t have workers feeling as financially secure. Per the New York Times, this has prompted some to think outside the box…
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Wiser Wealth: 9 Top Accredited Investor Opportunities in 2022
To qualify as an accredited investor, you need to have a net worth exceeding $1 million or you need to be earning a yearly salary over $200,000. That criteria intentionally disqualifies quite a few people due to accredited investments having the potential to lose you a lot more money than other investments. But they can…
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Wiser Wealth: Got Cryptocurrency or NFTs? Include Them in Your Estate Plan Now!
Despite all the debate about the long-term value of cryptocurrencies and NFTs, the fact is right now they can be worth a great deal. And if you believe they will continue to hold or increase in that value, that means you need to consider how to one day pass them on to your heirs. Kiplinger…
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Wiser Wealth: 5 Ways to Deal With and Maybe Even Benefit From Rising Inflation
Everywhere you go now you will see prices significantly higher than they were a year ago. Inflation is normal, but recent months have been particularly brutal for price increases. If you are looking for ways to feel relief, you are not alone. The Wall Street Journal recently shared some of the best practical steps you…
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Wiser Wealth: How to Donate Cryptocurrency to Charities
Despite skepticism that cryptocurrency would be a fleeting trend, it is slowly integrating into being a regular part of life. More banks and retailers are able to process it, and as explained by The Wall Street Journal, now you can even use it as a form of payment to charities. The first thing to understand…
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Wiser Wealth: 7 Investments That Are Recession-Proof
It is well-documented how recessions in the past proved very costly for many investors. Some saw their investments in stocks and real estate plummet, leaving them uncertain about their retirement plans. For those looking to learn from those mistakes, the site Nasdaq has shared some of the best investment options that are more resistant to…
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Oaks-based SEI Offers Senior Employees Voluntary Buyouts to Enhance Talent Attraction, Drive Future Growth
As part of its broader program to enhance talent attraction and drive future growth, Oaks-based SEI has launched an enhanced voluntary separation program for its senior employees, writes Jeff Blumenthal for the Philadelphia Business Journal. The voluntary buyouts program is part of the firm’s “commitment to professional development and expanded responsibilities for current and new…
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Wiser Wealth: 4 Tax-Smart Ways to Share Your Wealth with Kids
As you get older, you want to know that your children will be taken care of and receive all the savings you want to bestow upon them. You likely realize taxes will factor into that, but once you start looking into it the taxes might be significantly higher than you thought. Kiplinger outlined some of…
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Wiser Wealth: Worried About Taxes and Inflation? I Bonds Offer a Near-perfect Investment Hedge Against Both
As inflation continues to impact many people’s finances, investors have been looking for ways to offset this with what they choose to put their money into. One option that has been gaining popularity recently is Series I savings bonds, but there are also people who are not clear on all the intricacies behind this investment.…
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Learn ‘How to Invest Like the Big Dogs’ from Renowned Wealth Advisor on May 26th NoonZOOM
What are the top strategies for growing wealth that accredited investors should consider? What kind of tax deductions are available on specific oil and gas investments? What advantages and returns do Opportunity Zone investments offer? On Thursday, May 26th, VISTA Today will host a NoonZOOM — entitled “How to Invest Like the Big Dogs” —…
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Wiser Wealth: When is the Right Time to Let Your Family Have Their Inheritance?
By Chris Isaac Oftentimes when people think about the distribution of an inheritance, they picture the whole family assembled around a lawyer reading out a deceased person’s will. However, nothing is stopping a person from giving out their inheritance while still alive. So if that money could make a big difference for a relative now,…
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Wiser Wealth: What You Need to Know if You Want to Become an Accredited Investor
You might have heard about the potential accredited investors have to see much bigger returns on their investments. It’s possible that made you want to become one yourself, but there are also numerous requirements you need to be aware of first. Forbes recently delved into how you can get started and some of the pitfalls…
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Wiser Wealth: Investment Opportunities You Should be Using if You Are an Accredited Investor
Becoming an accredited investor opens you up to many potentially lucrative investment options. But for a newcomer, the choices can be overwhelming. Fortunately, those with experience have shared some of the most popular options. The site Investment Firms goes into detail on the best investment opportunities, but here is a summary of their picks. RealtyMogul…
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Wiser Wealth: What You Need to Know About Investing in Qualified Opportunity Zones
If you have heard about the tax incentives for investing in qualified opportunity zones, you have likely been intrigued to learn more. But for the uninitiated, it can be a lot to learn at once. Kiplinger ran an article with a lot of good information on the subject, with these being some of the key…
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See Where Montgomery County Ranks in PA Among Counties Where Residents Earn the Most Investment Income
To identify the places with the most investment income, SmartAsset compared all counties in the country based on three main metrics: ordinary dividends, qualified dividends, and net capital gains. The data was sourced from IRS Statistics of Income County Data. Montgomery County ranks first in Pennsylvania among counties where residents earn the most investment income,…
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Wiser Wealth: Should Real Estate Investors Also Consider Delaware Statutory Trusts (DSTs)?
It is no secret that there is big money to be made in commercial real estate. Unfortunately, the financial barriers of getting involved will preclude most people from doing so. But that is partially why Delaware Statutory Trusts (DSTs) have been gaining more attention as a way to still be involved. For those unfamiliar, an…
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These Longtime Best Friends Lead a High-Performing Wealth Management Team in Blue Bell
Johanna Walters and Megan Bailey met as teenagers and quickly bonded over their shared love of horses, writes Matt Miller for Barron’s. Nearly three decades on, the best friends are leading Walters Bailey Associates in Blue Bell, which is part of Merrill Lynch Wealth Management. The 17-person firm serves around 700 clients and has $6.7…
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Investing in a Down Market
Warren Buffett, arguably the world’s greatest investor, wrote in his 1993 annual letter to Berkshire Hathaway shareholders, “In the short-term, the stock market is a voting machine, reflecting a voter registration test that requires only money, not intelligence or emotional stability, but in the long run, it is a weighing machine.” It is hard to…
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