Investments
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Wiser Wealth: Outside the Box Investments Opportunities Available to Accredited Investors
The most common ways to be considered an accredited investor are to either have a net worth of more than $1 million or to have an annual income exceeding $200,000. Meeting that criteria will give you the status to make exclusive types of investments. But maybe you are still new to learning about accredited investors…
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Wiser Wealth: You May Be Savvy But Are You An “Accredited Investor”?
Whether you are new to investing or have been involved in making investments for years, the term accredited investor might be unfamiliar to you. That’s perfectly normal, as being an accredited investor is privileged and most people actually might never be eligible to become one. But maybe you are curious if you do fall into…
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Wiser Wealth: Tax Breaks, High Returns Are Why You Should Consider Oil and Gas Investments
As your income grows, it is only natural that your investment opportunities will begin to expand. There are some areas that are only going to open up to you once your value hits a certain threshold, and oil investments are one of them. You might figure you have gotten along fine with your investments so…
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Wiser Wealth: If You’re Looking for Tax Breaks on Investments, Consider Investing in Oil
When you think about where to invest your money, the first places that probably cross your mind are real estate or technology. So it might surprise you to hear that some experts are discussing the merits of investing in oil. One big selling point? The tax breaks. We’re quite far past the days of hearing…
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Wiser Wealth: With a Delaware Statutory Trust (DST) Real Estate Investment Hassles Vanish
It is no secret that there is a lot of money to be made in real estate. However, it can also lead you into tangential responsibilities that you might just be tired of dealing with. Some people just want to focus on the value of properties without the duties of being a landlord having to…
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Wiser Wealth: How a Delaware Statutory Trust Can Help with Your Retirement Plans
As you get closer to retirement it is not all or nothing when deciding how much work you take on. You can certainly slow down somewhat while continuing to be active in your career. And for real estate investors, that could mean reducing the amount you have to do as a landlord maintaining properties. That…
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Wiser Wealth: How to Use Investment Real Estate to Prepare for Your Retirement
There are a lot of common steps people take to plan for their retirement. You probably already know to put aside money in stocks, bonds, and funds to have for down the road. However, one strategy that you might not be familiar with is utilizing investment properties to build your finances over time. Dwight Kay…
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Wiser Wealth: Savvy Investors Are Now Making Bitcoin and Cryptocurrencies Part of Their Retirement Plan
If you haven’t been paying much attention to cryptocurrencies, that might change by the time you are thinking about your retirement plans. Or at least, certain financial groups certainly seem to think so, as they are now unveiling new services specifically catering to utilizing cryptocurrency for your retirement funds, such as “CryptoIRA” and “BitcoinIRA.” Anne…
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Wiser Wealth: With Taxes on Capital Gains Expected to Increase What Should You Do to Prepare?
With it looking likely that the government will be increasing taxes on capital gains, it has quite a few people questioning what they should do to get the most out of their investments. Would it be better to sell off those investments now rather than wait and have to pay significantly more in taxes? Some…
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Wiser Wealth: How Individual Investors and Underserved Communities Can Help Each Other
While corporations typically have more resources to help with a project, there is truth in the common adages about individuals being able to be the change they want to see. That holds true in the case of communities in need finding some of their help can come from any one person. And for individuals who…
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Vanguard’s Latest Edition of ‘How America Saves’ Is Now Available
Malvern-based Vanguard has its latest catalog edition of How America Saves, a guide that helped Vanguard’s contribution participants stay the course during the COVID-19 pandemic. The investment behemoth has continued to expand the catalog in its twentieth year with Insights to Action, a supplementary report that delivers expert recommendations shown to improve plan efficacy and…
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Wiser Wealth: Using Opportunity Zone Funds To Revitalize Distressed Communities While Minimizing Capital Gains and Estate Taxes
As proposed changes begin to come down the pipeline for how capital gains taxes and estate taxes are handled, it has many wondering what they can do to mitigate what they will be paying. As explained by Matthew Erskine of Forbes, some of the ideas being considered by the government could wind up claiming up…
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Wall Street Journal: Wynnewood’s Weiman Consulting Offers Advice on How to Stay Afloat During Crisis
While the pandemic has hit – and shuttered for good – many small businesses, those that have survived have learned many invaluable lessons on how to keep a company afloat during a major crisis, writes Molly Baker for The Wall Street Journal. One of the main takeaways for Dr. David Weiman, who heads Weiman Consulting…
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Wiser Wealth: The 6 Mistakes You’re Making that Hurt Your Social Security Plan
Just because you are in the prime of your career now doesn’t mean that you shouldn’t be thinking about what life will be like in retirement. You want to know a solid future is waiting for you, but mistakes now could hamper that. Neal Templin of the Wall Street Journal advises that according to experts,…
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Thoma Bravo Acquiring King of Prussia’s Greenphire
King of Prussia-based Greenphire, which develops and markets software for managing clinical trials, is being acquired by Thoma Bravo, a private equity investment firm, writes John George for the Philadelphia Business Journal. The financial terms of the deal were not disclosed. The company will continue to be led by its existing CEO, Jim Murphy, along…
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Wiser Wealth: Trading Up to a Bigger House is Challenging in Current Housing Market
While many business areas have been hurt by the pandemic, that has not been the case for the housing market. In fact, it is so competitive among buyers that many properties are receiving offers exorbitantly above asking price. This has a lot of people thinking that it might be a great time to try selling…
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Brumbaugh Wealth Management: Retirement Confidence Remains Strong, Despite Pandemic
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the Employee Benefit Research Institute (EBRI) found that 80 percent of retirees and 72 percent of workers were either very or somewhat confident in…
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Wiser Wealth: How to Navigate Buying a Home in a Competitive Housing Market
If you thought more than a year living remotely would make people less inclined to search for a home, you couldn’t be more wrong. In actuality, so many people are looking for houses right now that properties are receiving far more offers than they normally would. This competitive market has home-buyers wondering, how do you…
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