Investments
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Should You Diversify Your Portfolio With Alternative Investments?
It has been a tumultuous year for the stock market. People relying on traditional investments have experienced startling changes in their portfolios and been left hoping that they will rebound from some major losses. However, others have lost some trust in the typical methods and instead become interested in alternative investments. The financial magazine Barron’s…
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This Bryn Mawr Billionaire Pays Big Bucks for Phillies’ Success
Bryn Mawr resident John Middleton wasn’t always in the public eye. But in recent years, as the Philadelphia Phillies’ managing partner and principal owner, he’s become more well-known. And this season, Middleton is taking big risks with huge payoffs. The team went over the Major League Baseball’s $230 million salary cap in pursuit of…
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10 Hints to Make the Most of Your Year-end Planning
It is never wise to become too complacent with not keeping an eye on your finances. You might assume everything is fine, but some of your long-term investments could be going off track without you even realizing. The investment bank J.P. Morgan shared some of their expertise for what a good yearly routine looks like…
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There’s No Such Thing As A Normal Recession
With how out of whack the current economy is, many are speculating that we may soon be once again entering a recession (if we are not in one already). Situations like this often have people wanting to look to the past to learn what to expect. However, according to Fred Hubler on BCTV.org, it can…
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Montco Startup Collects Large Chunk of Change in 3Q2022 Venture Capital Deal, But It’s a County Outlier
A Philadelphia Business Journal assessment of 3Q2022 venture capital funding results showed a general slowdown, reported by Ryan Mulligan. Despite the sluggishness, however, some local startups did very well, including one (and only one) Montgomery County enterprise in King of Prussia. As a whole, attracting investors to fund startups regionwide was a tough row to…
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Despite Losing 60 Percent of Its Value this Year, Experts Say Bitcoin Could Rebound Big in 2023
Per the financial magazine Barron’s, Bitcoin is having a really rough year. To be exact, 2022 has been the worst year for the cryptocurrency since 2010, the year after it was first created. This year saw its value plummet by almost 60 percent. This has many saying that the bottom has finally fallen out on…
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IRS: What the Inflation Reduction Act Means For You
022 has been a year of major change, and taxpayers are going to start seeing some of the financial impact of that in the coming tax season. Fortunately, as the IRS Taxpayer Advocate Service outlines, a lot of those changes could actually be good news for taxpayers. The new law includes a lot of tax…
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Investing in Hedge Funds Isn’t For Amateurs. Here is What You Need to Know
Hedge funds can be a great means for investors to see significant gains in their assets if they perform well. However, one major key to seeing that kind of success is not going into the experience blind. Lacking research can also lead to investing in hedge funds being a costly learning process. That is why…
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Why The Popularity Of Alternative Investments Like Cryptocurrency Is On The Rise
It is no secret that the digital age has created a greater number of alternative investment opportunities, perhaps most notably cryptocurrency. However, other alternative investments have long existed, yet traditional options such as stocks, bonds, and cash have typically been the popular choices. Now, Nasdaq now reports that alternative investments are starting to eclipse the…
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How and Where to Spot Electric Vehicle Investment Opportunities
Electric vehicles have gradually been gaining a larger foothold in the country and that looks poised to continue. California is so confident in the trend that they have approved a mandate to phase out the sale of gas-powered vehicles by 2035. Other states are considering joining that initiative too. For investors, this means opportunity, as…
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WSJ: King of Prussia Financial Services Professor Advises Calm to Retirees During Market Slumps
Markets down. Inflation up. It may not be an ideal time to retire. The Wall Street Journal’s Anne Tergesen tapped King of Prussia professor/author Wade Pfau for advice in these shaky times. Pfau is on the faculty of the King of Prussia-based American College of Financial Services, an online university. He’s also the author of…
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New Investor? What You Need to Know to Become an Accredited Investor in 2022
If you don’t have much experience with accredited investments, your knowledge might be limited to the fact that it allows you to potentially make big money. However, that opportunity also comes with more rules than what typical investments are subject to. Only certain groups of people qualify to take advantage of those options. The rules…
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Single-Asset Real Estate Investing Is On an Innovation Run
If you have grown tired of dealing with stocks but still want to invest for the future, getting into real estate is an increasingly popular option. It lets you be more hands-on in the success of your investment, and it stands up well against inflation. The site Benzinga offers advice for people dipping their toes…
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How to Find Quality Investors for Your Startup
So you have come up with a business idea that you think will be a big hit and has the potential to make lots of money. The only problem is, it costs money to get an idea off the ground and you don’t have that kind of revenue yet. But that’s what investors are for!…
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Nationally Recognized Wealth Management Group Moves to Historic Property in Chester Springs
Creative Capital Wealth Management Group, one of the top financial advisory firms in the nation, has relocated its headquarters from Phoenixville to Chester Springs after purchasing the jaw-dropping property at 1208 Kimberton Road. CCWMG, which specializes in alternative investments and is licensed in more than 20 states, will now operate out of a historic brick…
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How to Qualify and Buy IPO Stocks
When a private company goes public, it is an exciting time for investors. That is because the company will now offer an initial public offering (IPO) for investors to buy shares of the company. If you are confident this company has a bright future, that can feel like a huge opportunity to get in on…
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Phoenixville’s CCWMG — Renowned for Retainer-Based Financial Planning — Welcomes New Managing Director
Creative Capital Wealth Management Group, which employs a retainer-based planning model that is making waves in the industry, is currently in growth mode. Wayne resident Derek Dobin, who boasts 20-plus years of experience in finance and engineering, is the latest addition to the Phoenixville firm’s roster of professionals who utilize a team approach to help…
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This Year’s Hot Real Estate Market May Come with Big New Capital Gains Taxes for Home Sellers
For those selling their homes since the pandemic started, the real estate market has seemed kind of nice. Lack of available inventory meant many properties were getting lots of competition, resulting in offers over asking. But The New York Times describes how the pandemic threw the typical housing market out of whack for the last…
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