Investments
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One Small Investor on Tax Effect of Vanguard Fund Changes: ‘I Think I’m Screwed’
Owing to a change that Vanguard made to its institutional Target Retirement funds, many of its smaller investors got unexpectedly saddled with huge tax bills, writes Jason Zweig for The Wall Street Journal. Vanguard offers target-date funds: bundles of stocks, bonds, and cash that become more conservative as investors near retirement. These funds are specifically…
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‘Smart Gun’ From Radnor Start-Up LodeStar Fires Only for Authorized Users
LodeStar, a Radnor start-up, is using smartphone technology to make guns safe, reports Christie Ileto for 6abc. Safety technology personalizes the gun, allowing it to be fired only by a verified user. The 9mm gun checks the fingerprint of the user and requires a code to be entered on the weapon’s keypad before it can…
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Wiser Wealth: 5 Immediate Precautions to Ward Off Inflation’s Impact
Nobody is enthusiastic about inflation, but people typically feel like there is nothing they can do about it except grit their teeth and deal with it. Unfortunately, for some purchases, that may very well be true. However, some expenditures are worse than others right now. According to some of the financial experts Fortune talked with,…
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Wiser Wealth: Proactive Investments Options as a Hedge Against Inflation
2021 marked a steep year for climbing inflation, causing many to reevaluate what to do to safeguard their financial future. Some are hopeful the current inflation rates will simply settle back down to what they were, but it never hurts to be proactive with your plans in case the current rates are here to stay.…
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‘Big Board’ Surfing: One Bucks County Firm’s Stock Ranks Among Region’s Best 2021 Performers
Last year was good for publicly traded companies in the Philadelphia region, with over 60 percent of them recording stock price gains in 2021, writes Ryan Mulligan for the Philadelphia Business Journal. The publication examined at 118 publicly traded companies in the area to determine the biggest winners. It found that among the 20 best…
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Community in Space: New Levittown Business Launched to Help Other Firms Reach the Stars
A new Levittown business venture launched with the start of the new year. Community in Space will increase investor accessibility to the space industry while also providing space-related companies with sustainable trajectories toward growth. The company has been formed to provide space and space-related companies with a financially sustainable approach to manifesting technology, as well…
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Wiser Wealth: Four Ideas to Protect Your Cash From Inflation
We have seen a lot of dramatic financial shifts since the pandemic started, including the highest increase in inflation in over three decades just back in October. That is why the founder of the largest hedge fund in the world, Ray Dalio of Bridgewater Associates, is saying that leaving your cash just sitting around is…
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Wiser Wealth: 8 Investment Challenges and Opportunities for 2022
The start of the pandemic was a highly unpredictable time for investors, with so many businesses either going into lockdown precautions or being so heavily impacted that they went bankrupt. This sent a lot of normally stable investments into a flux that nobody was used to. However, two years out from the pandemic, analysts have…
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Host of ‘Mad Money’ Returns to Pa., Deeply Invested as a Quakertownian
After spending decades living in New York, Jim Cramer, host of CNBC’s Mad Money has settled in Quakertown. Jeff Blumenthal covered Bucks County’s newest high-profile resident for the Philadelphia Business Journal. The last time Cramer called the Philadelphia area home was when he graduated from Springfield High School in Montgomery County in 1973. He was…
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Wiser Wealth: As New Years Approaches, Some Opportunity Zone Benefits Are Poised to Expire
In recent years, more people have been turning to opportunity zone funds to invest in due to the variety of appealing tax breaks they offer. However, very soon, one of those tax breaks is going to be disappearing, and it is causing a rush of new investors clamoring to get involved before they miss out.…
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Wiser Wealth: Post-Covid, Emotion Could Play a Stronger Role in Commercial Real Estate Investment
In many business dealings, the sage advice given is to check your emotions at the door and focus on the financial aspect. That may be logical, but humans are not robots. The way something makes us feel can be what finally tips the scale one way or another on a decision. The commercial real estate…
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Learn ‘How to Invest Like the Big Dogs’ from Renowned Wealth Advisor on Dec. 7 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 Tuesday, Dec. 7, BUCKSCO Today will host a NoonZOOM — entitled “How to Invest Like the Big Dogs” —…
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Wiser Wealth: What You Need to Know About Preferred Stock
If you are happy with a company then you might be considering buying some shares of their stock even if you don’t know much about investing. However, there are different types of stock and the kind you buy can have very different outcomes on your investment. If you are new to learning the differences between…
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Wiser Wealth: Tax Advantages of Investing in Qualified Opportunity Zones
Everyone knows it is smart to invest, but plenty of people are unaware of the best options available to them for getting the maximum payoff. The one thing all investors dread is when they eventually have to pay the taxes on their investments, but you might be surprised to know there is one option that…
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Wiser Wealth: Current Rates are Making Private Credits 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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