Investments
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Villanova Graduate Rick Wurster Now Head of The Charles Schwab Corporation
The new president of The Charles Schwab Corporation, Rick Wurster, is a graduate of Villanova University, writes the staff at fortworthbusiness.com. Wurster was appointed president by the Board of Directors on Oct. 12. He started his new role on Oct. 15. Wurster was managing director, heading up Schwab Asset Management. He joined Schwab in early…
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Prominent Local Wealth Advisor Dispels Bitcoin and Cryptocurrency Myths at Today’s NoonZOOM (Oct 21)
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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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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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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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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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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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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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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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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