Professional Services
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Pennsylvania Holding $135M in Unclaimed Property for Bucks County Residents
The Pennsylvania Treasury holds over $135 million in unclaimed property belonging to Bucks County residents, ready to be claimed by the rightful owners, writes Chris Ullery for the Bucks County Courier Times. Individuals in Bucks County who filed claims with the state treasury department have received more than $35.2 million in returns in the last…
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Unlocking The Power of CLOs: A High-Yield Weapon for Savvy Investors
New asset classes do not come along very often, but there are some unique ones worth investigating. One that you may not have much exposure to is called a collateralized loan obligation or CLO. CLOs are not new, having been around since banks and insurance companies started to use CLO technology for regulatory capital relief…
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Why Private Preferred Stocks Are an Investment You Should Consider
This double agent of stocks could be a strong investment in your portfolio. Most people know that businesses can be private or public. A business may choose to sell common stock or preferred stock. But, what most people do not know is that a public company can also sell private preferred stock. Public common stock is open to daily stock market…
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Why Taylor Swift’s Career Is a Masterclass in Alternative Investment
Taylor Swift and her team are a genius organization, to be this popular for this long and put out a product that changes but keeps original fans still engaged. When artists update the type of music they create, some people drop off because it is not what they want. With Swift, she keeps those fans and…
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I Don’t Want To Pay Taxes: There Is an ‘Alt’ For That
Typically people begin worrying about taxes as their W-2s start to come in. But, to better prepare for next year’s taxes, now is the time to begin planning, and there is one type of alternative investment that comes into favor. If you want to reduce your taxes, you have a few choices. You could reduce…
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Samson Wealth Management Group to Rebrand as XML Financial Group
Samson Wealth Management Group, the Fort Washington-based financial institution, recently announced its official rebranding to XML Financial Group (“XML”), effective September 2, 2024. This change comes as a culmination of the merger between Samson Wealth Management Group and XML, which occurred in July 2022. The decision to adopt the XML name reflects the successful integration and synergy achieved…
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The Secret Weapon of High-Net-Worth Individuals Is Their Network
We already know that in real estate it is location, location, location. When it comes to getting exposed to alternative wealth strategies, being exposed to people who are investing in these deals, can help. Networking with rich individuals facilitates both wealth accumulation and access to exclusive investment opportunities, benefiting both parties involved. A prime example…
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Bridging the Past with the Future: Creative Capital Wealth Management Group Unveils New Logo and Website
The bridge logo of the nationally recognized, retainer-based Creative Capital Wealth Management Group is well-established not just in its home territory of Chester Springs but also in 34 states. In fact, over the course of the firm’s 20 years in business, Creative Capital’s steadfast branding and personal approach to wealth management has fostered long relationships…
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See How Much Philadelphians Are Earning
The great Philadelphia salary report of 2024 is out, providing us with a chance to see what locals are earning, from CEOs and athletes to drag queens and 911 dispatchers, writes Victor Fiorillo for Philadelphia Magazine. With $32.1 million, Comcast CEO Brian Roberts is the highest-paid CEO at any publicly traded company in the region.…
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Diversify Your Portfolio: The Art Of Selecting Alternative Investments
Let’s face it, the world of alternative investments is big and getting bigger. So what should you look for when selecting an alternative investment? The fact is that there are four basic ways to invest in assets other than stocks and bonds: If you can invest directly into the underlying asset (like a $30M distribution…
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Kylie Kelce’s Net Worth Is Growing and She’s Putting It to Good Use
Despite a modest approach to her celebrity, Kylie Kelce is reaping the financial benefits as part of a popular two-some. As her Instagram followers grow, so does Kylie’s net worth, thanks to a large number of celebrity endorsements. She’s been able to use that to help several philanthropic causes, writes Mehera Bonner for Cosmopolitan. According…
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Millennials Flock To Single-Family Rentals
There is a new asset class I’ve seen in several different alternative investment “wrappers.” Besides using Delaware Statutory Trust’s (DST) alternative investment, companies are also putting this new asset class in three-to-five-year programs to build, lease up, and sell. This new asset class is single-family build-to-rent homes. As millennials reach the age where many start families, they…
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Delaware County Ticketholder Wins Million Dollar Powerball Prize
A Delaware County Powerball ticket holder is a million dollars richer after hitting five of the numbers drawn on Wednesday, March 27, reports the 6abc Digital Staff. There continues to be no top winners of the Powerball jackpot, which stood Monday, April 1, at $1.026 billion, the fifth time that jackpot has reached so high.…
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Fred Hubler of Creative Capital Wealth Management Group Shares How To Build Wealth by Investing in the Promise of Infrastructure
Look around the United States and you will see aging infrastructure and risks of potential failure. The positive for investors is there are investment opportunities to fix infrastructure while also making money for yourself. Many find investing in infrastructure to be a beneficial alternative investment. Many parts of our world fit into the infrastructure space including…
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Founder and CEO of Creative Capital Wealth Management Group Offers Top Alt Strategies for a Recession
As we all settle into 2024, there is increasing buzz around a possible recession and the potential for the FED to lower interest rates. CNN reports, “Former Federal Reserve Chairman Alan Greenspan believes a U.S. recession is the ‘most likely outcome’ of the Fed’s aggressive rate hike regime meant to curb inflation. He joins a growing chorus of…
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Creative Capital Wealth Management’s CEO to Speak at Blue Vault Bowman Alts Summit and Learn & Grow Investment Summit
Frederick Hubler, Creative Capital Wealth Management’s CEO and Chief Investment Officer, will participate in speaking engagements throughout the year to help others learn about the value and growth of the alternative investments industry. To kick off the month of March, Hubler will speak at the Learn & Grow Investment Summit 2024. The first event will…
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So How’s Jason Kelce Doing Financially? Not Too Bad, Actually
It’s no surprise that when you talk about Philadelphia Eagles center Jason Kelce’s finances, you’re looking at some pretty big numbers. The premiere NFL superstar has proven himself to be adept both on the field and out in public, writes Anjum Ash for First Sportz. Jason Kelce boasts a net worth in 2024 of…
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Uncovering The Secrets Of The OG Of Alts: Private Equity
There is one alternative allocation that has been in endowments, foundations, and high net-worth families for a long time. It is also usually the largest allocation in these portfolios and this investment is private equity. I use the movie Pretty Woman and the character Richard Gere played when explaining private equity to our clients. To…
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