Investments
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Wiser Wealth: Current Rates are Making Private Credit Funds Appealing for Investors
Money can change hands very quickly with certain investment types, making many investors prefer the ability to enter and leave commitments with ease. However, private credit funds are finally offering enough value to make people look past the long-term commitments that come attached. Bloomberg shares more on the topic, elucidating how investments such as Blackstone…
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Wiser Wealth: While Other Markets Struggle, the Art Market is Booming
You might assume that during times of widespread financial hardship leisurely enjoyments would be some of the first to be neglected. While that might have been true for restaurants and movie theaters, it is not at all true about the art world. According to the Wall Street Journal, the market for art is doing unbelievably…
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Wiser Wealth: WSJ—President’s Plan for Taxing the Rich Impacts Nation’s Highest Earners
When Donald Trump was president, he was heavily criticized for how little he paid in taxes. Trump, and fellow highly wealthy public figures, claimed they were merely savvy in utilizing tax loopholes. However, President Biden believes it is time for the rich to pay up. Proponents of tax breaks for the rich believe it contributes…
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Wiser Wealth: You’re Named Executor of an Estate, Now What?
Being left in charge of someone’s estate is not something that people are usually prepared for due to how sudden the occasion can be. But it is an important responsibility and giving it some forethought now can save you aggravation later. Michael Pollock of the Wall Street Journal expands on what you should be considering.…
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Wiser Wealth: What Businesses Need to Know About Using and Accepting Cryptocurrency
What Businesses Need to Know About Using and Accepting Cryptocurrency for Payments More and more big-name companies are beginning to adopt accommodations to allow cryptocurrency holders to make purchases with them. Places like Amazon, Microsoft, Visa, and PayPal all now accept cryptocurrency but rely on services like BitPay to process it. So now other companies…
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Local Wealth Advisor Will Dispel Bitcoin and Cryptocurrency Myths on Oct. 21 NoonZOOM
What is Bitcoin and how does it work? Is it backed by anything of value? What real-world usage does it have? Break through the myths and confusion of Bitcoin and gain a deeper understanding of cryptocurrencies on Thursday, Oct. 21 from 12-1 PM, when American Community Journals hosts a lunchtime NoonZOOM webinar entitled “Dispelling Bitcoin…
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MCCC Foundation Hosting Free Online Estate Planning Seminar on Oct. 20
Life gets busy and it often becomes difficult to find the time to plan for the future. For the sake of our loved ones, though, it is important to pause our hectic schedules and make those plans. Montgomery County Community College Foundation can help with that vital planning with its upcoming online seminar, “Estate Planning:…
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Wiser Wealth: Cryptocurrencies Aren’t Just For Individual Investors as Corporations Cautiously Test the Water
Depending on who you ask, cryptocurrency is either part of the future that will eventually be widely adopted, or it is a fad with a value too mercurial to depend on (with Bitcoin frequently fluctuating by the double digits in value during trading). Some companies want nothing to do with it, while others are now…
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Vanguard CEO on Abrupt Medical Benefit Cuts: ‘We Missed the Mark’
Vanguard CEO Tim Buckley issued an apology last week to current and retired employees over the company’s cutting of key medical benefits with no notice, writes Erin Arvedlund for The Philadelphia Inquirer. “I sincerely apologize for the anxiety and stress this decision has caused,” he said. “We know we missed the mark. I can assure…
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Wiser Wealth: 5 Reasons to Consider Investing in Cryptocurrency
Perhaps you have been curious about dabbling in some cryptocurrency investment, but all the conflicting advice about doing so has caused you to hesitate. Such matters should definitely be considered carefully with the help of an expert, but maybe hearing from a proponent could help set your mind at ease. Lyle Daly expounds on this…
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King of Prussia Mall Owner Could Present Attractive Stock Option Before Holiday Season
Simon Property Group, owner of King of Prussia Mall and Philadelphia Premium Outlets in Limerick, could present an attractive stock buying option ahead of the holiday season, writes Portfolio Navigator for Seeking Alpha. Thanks to the very talented team at its helm, Simon has been a strong performer over the last several years. The company’s…
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Wiser Wealth: The Biggest Tax Changes Coming in 2021
Nobody looks forward to tax season. That is why most of us just file all our important documents when they are due and then put the whole thing out of mind until it is time to do it again next year. But that method can lead to some bad surprises regarding what regulations have changed.…
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Conshohocken-based SeventySix Capital Closes Initial Round of Fund That Will Focus on Sports Betting, Esports, Sport Tech Companies
Conshohocken-based SeventySix Capital has closed the initial round of its new fund that included several big-names in sports as investors, writes Bill King for the Philadelphia Business Journal. The fund will focus on sports betting, esports, and sports tech companies and is the firm’s second fund to zero in on these sectors. The investor roster…
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Wiser Wealth: With Tax Season on the Doorstep, Now is the Time to Consider Qualified Opportunity Funds
Financial fluctuations of late have created some major problems in some areas, and major opportunities in others. For people looking to reap a profit from stocks and properties, the year has proven fortuitous. But that inevitably leads to concern about how much could be lost to capital gains taxes. In an article for Islander News,…
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President of Phoenixville-Based Creative Capital Wealth Management Group: A.I., Cryptocurrency are Here to Stay
A.I. and cryptocurrency are here to stay, according to Fred Hubler, President and Chief Wealth Strategist of Phoenixville-based Creative Capital Wealth Management Group. Hubler recently joined Nicole Petallides on TD Ameritrade Network’s Market Overtime to discuss emerging technology trends. In the interview, Hubler noted that some of the major changes influenced by new technologies have…
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Wiser Wealth: Want the Freedom to Invest in Hedge Funds and Startups? Become an Accredited Investor
In August of 2020 the Securities and Exchange Commission (SEC) narrowly approved a vote to expand its definition of who qualified as an accredited investor. Previously, an investor needed to be an “Accredited Investor” which is to say they needed to have $1 million in net assets, not including their primary residence, or more than…
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President of Phoenixville-Based CCWMG Champions the Retainer Model as the Future of Financial Planning
In a recent column for Advisor Perspectives, Fred Hubler, the founder and president of Phoenixville-based Creative Capital Wealth Management Group, championed the retainer fee model as the perfect option to ensure that financial advisors and their clients are working toward a common goal with no conflict of interest. Financial advisors often charge what is called…
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Wiser Wealth: Not an “Accredited Investor” Yet? Four Steps To Take to Earn the Designation
Despite their best efforts, many people never wind up rising higher in their income bracket and thus never achieve the “accredited investor” status. It’s easy to attribute that to expenses going up, but another reality is many people get tunnel vision on a career that isn’t getting them where they want to be. That doesn’t…
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