Investments
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7 Proven Fourth-Quarter Tax Strategies for the Wealthy to Slash Their Tax Bills
As the year draws to a close, the urgency of tax planning comes into sharp focus, especially for high-net-worth individuals. The fourth quarter presents a golden opportunity to make strategic financial moves that can significantly reduce your tax obligations. Whether you’re an entrepreneur, an investor, or simply someone who has done well financially, end-of-year tax…
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Study Finds Some ESG Investors Have More Than Just Ethical Motives
A new study found that while ESG investors are motivated by ethical concerns, some of them also expect those investments to outperform the U.S. stock market, writes Daisy Maxey for The Wall Street Journal. The paper that examines attitudes and expectations about environmental, social, and corporate-governance investing was written by researchers at Yale University, Stanford…
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Litigation Funding Now a Rapidly Growing Market for Alternative Investors
According to a new report from RationalStat, the global litigation funding investment market, which is estimated at $15.8 billion in 2022, is expected to witness a growth rate of about nine percent between 2023 and 2028. The Global Litigation Funding Investment Market Analysis and Forecast, 2019-2028, assesses the global market based on type, enterprise size,…
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5 Investment Trends Most Popular Right Now with Seasoned Investors
Seasoned investors tend to look at the markets with a long-term view, using current volatility that might be short- or medium-term to buy into themes that will pay off over many years, writes Giovanny Moreano for Bankrate. These trends are hard to identify but can result in significant gains. Among the five trends currently most…
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Learn More About Sustainable Investing — And How to Simplify It
Sustainable investing — also known as ESG investing, green investing, and ethical investing, among other monikers — is an investment strategy that, in addition to financial returns, considers a company’s or investment’s impact on the environment and society, writes Alana Benson for NerdWallet. While investing in a cleaner planet and more equitable society looks great…
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Vint Investing Platform Makes Wine and Spirits More Accessible as Alternative Assets
Despite the growing popularity of alternative investments such as real estate, gold, and cryptocurrencies, wine and spirits continue to be overlooked, writes James Wells for Benzinga. One of the reasons is the steep learning curve of wine investing. This involves a number of challenging details, like valuing specific vintages or securing allocations from coveted producers.…
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Peer-to-Peer Lending Can Help You Earn Passive Income
Peer-to-peer (P2P) lending uses online platforms to connect lenders and borrowers directly, without the use of conventional financial intermediaries, like banks, writes Jagjit Singh for CoinTelegraph. In P2P lending, also referred to as marketplace lending, individuals or businesses looking for loans can request funding on a P2P platform by creating loan listings. Using the same…
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Investing in Fine Art Now Simpler as Access to Alternative Asset Classes Expands
Fine art is an untapped space that has mostly been reserved for investors who have millions to buy an entire painting, writes Diana Bird for Moneywise. This provided them with a distinct advantage, as contemporary art has outperformed the S&P 500 for the last 26 years by 131 percent. Now, a new platform has made…
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Strategies You Need to Know to Maximize Your 401(k)
Named after its section in the Internal Revenue Service code, 401(k)’s and other employer-sponsored retirement plans, such as 403(b)’s and 457’s, have become a mainstay for building and saving toward retirement. These retirement plans offer the most comprehensive benefits, from the highest contribution limits to employer matching to unlimited creditor protection, to name a few.…
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Younger Generations Are Eschewing the Stock Market, Turning to Alt Investments to Grow Wealth
Young, rich investors are veering away from conventional choices such as stocks and bonds and turning to alternative investments to grow their wealth, writes Jeannine Mancini for Benzinga. According to a new survey conducted by Lansons, less than 10 percent of the American population has invested in alternative assets. At the same time, younger generations…
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New Bill Aims to Grant Accredited Investor Status, Access to Private Markets to Those Who Pass Exam
If you’re interested in investing in a hot startup or joining a market-beating private investment fund, chances are you won’t be able to unless you’re already quite wealthy or have particular investment expertise, writes Brian J. O’Connor for SmartAsset. However, a recently passed House bill wants to change that and allow investors to put their…
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Retirees Can Earn Annual Income by Giving Some of Their IRA Savings to Charity
After Congress passed a series of retirement changes at the end of last year, retirees are now able to earn an annual income by giving some of their IRA savings to charity, writes Ashlea Ebeling for The Wall Street Journal. Retirees who donate up to $50,000 from their individual retirement accounts to charities can get…
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Ultra-Wealthy Focused on These Alternative Investments in 2023
The ultra-rich have access to alternative investments that are usually unavailable to average investors, and they have been taking full advantage of them, writes Lyle Daly for The Motley Fool. Among ultra-high-net-worth investors, whose net worth is at least $30 million, alternative investments make up an average of 50 percent of assets. Meanwhile, that share…
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Affluent Millennials Use This Strategy to Lower Taxes and Build Next-Gen Wealth While Giving Back
Millennials, who are now the highest-earning generation in the United States, have found a strategy that helps them lower taxes and build next-generation wealth while giving back, writes Jonathon Morrison for Forbes. Millennials with high incomes who are philanthropic and focused on impact investments are increasingly turning to optimized charitable lead annuity trusts. These are…
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Here Are a Few Strategies Used by Ultra-high Net Worth Individuals That Are Applicable to Ordinary Americans
Many strategies used by ultra-high net worth individuals are also applicable to ordinary Americans who are looking to build their wealth, writes Ben Fraser for Forbes. The Tax Game Among the top ones is the tax game and knowing how to dominate it. All of the top earners have figured out a way to, as…
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‘Top Hat’ Plans Allow CEOs to Amass Even More Wealth
Little known savings plans, often referred to as “Top Hat” plans, which are usually reserved for highly paid executives are making the wealth gap between them and workers even wider, writes Anne Tergesen for The Wall Street Journal. The top five executives at the publicly traded companies in the S&P 500 index have a combined…
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Investment Company Acquires Quakertown Shopping Center for $16.7 Million
Velocity Venture Partners acquired the Richland Plaza shopping center in Quakertown for $16.7 million last week, writes Paul Schwedelson for the Philadelphia Business Journal. The 225,000-square-foot retail center, which was sold by APS Associates, is 90 percent vacant. Its new owner now plans to convert the property into a multi-tenant industrial site. The entire project…
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Interest Rate on I Bonds Is Down, But Financial Advisors Now See Them As Better Long-Term Investment
With the interest rate on I bonds now down to 4.3 percent compared to the 9.62 percent offered last year, financial advisors see them as better long-term investments, writes Imani Moise for The Wall Street Journal. The new rate will be valid for I bonds bought for the six months starting April 28. At the…
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