Investments
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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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Is Buying Stock in Start-Up Companies a Reliable Way to Save for Retirement?
It’s open knowledge at this point that retirement is less stable than it once was. Retirement ages are being pushed back, social security is looking in doubt for future generations, and even a 401(k) doesn’t have workers feeling as financially secure. Per the New York Times, this has prompted some to think outside the box…
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Wiser Wealth: 9 Top Accredited Investor Opportunities in 2022
To qualify as an accredited investor, you need to have a net worth exceeding $1 million or you need to be earning a yearly salary over $200,000. That criteria intentionally disqualifies quite a few people due to accredited investments having the potential to lose you a lot more money than other investments. But they can…
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Wall Street Journal: Cryptocurrency Woes Could Cost Southampton Native a Good Chunk of His Retirement
John Buzolits, a 35-year-old Southampton native and a Holy Ghost Prep alumn, could lose a hefty part of his retirement due to the problems Celsius Network has been experiencing as a result of the crypto market crash, writes Vicky Ge Huang for The Wall Street Journal. Three weeks ago, the crypto lender took the drastic…
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Wiser Wealth: Got Cryptocurrency or NFTs? Include Them in Your Estate Plan Now!
Despite all the debate about the long-term value of cryptocurrencies and NFTs, the fact is right now they can be worth a great deal. And if you believe they will continue to hold or increase in that value, that means you need to consider how to one day pass them on to your heirs. Kiplinger…
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Wiser Wealth: 5 Ways to Deal With and Maybe Even Benefit From Rising Inflation
Everywhere you go now you will see prices significantly higher than they were a year ago. Inflation is normal, but recent months have been particularly brutal for price increases. If you are looking for ways to feel relief, you are not alone. The Wall Street Journal recently shared some of the best practical steps you…
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Wiser Wealth: How to Donate Cryptocurrency to Charities
Despite skepticism that cryptocurrency would be a fleeting trend, it is slowly integrating into being a regular part of life. More banks and retailers are able to process it, and as explained by The Wall Street Journal, now you can even use it as a form of payment to charities. The first thing to understand…
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Wiser Wealth: 7 Investments That Are Recession-Proof
It is well-documented how recessions in the past proved very costly for many investors. Some saw their investments in stocks and real estate plummet, leaving them uncertain about their retirement plans. For those looking to learn from those mistakes, the site Nasdaq has shared some of the best investment options that are more resistant to…
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Wiser Wealth: 4 Tax-Smart Ways to Share Your Wealth with Kids
As you get older, you want to know that your children will be taken care of and receive all the savings you want to bestow upon them. You likely realize taxes will factor into that, but once you start looking into it the taxes might be significantly higher than you thought. Kiplinger outlined some of…
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Wiser Wealth: Worried About Taxes and Inflation? I Bonds Offer a Near-perfect Investment Hedge Against Both
As inflation continues to impact many people’s finances, investors have been looking for ways to offset this with what they choose to put their money into. One option that has been gaining popularity recently is Series I savings bonds, but there are also people who are not clear on all the intricacies behind this investment.…
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Wiser Wealth: When is the Right Time to Let Your Family Have an Inheritance?
By Chris Isaac Oftentimes when people think about the distribution of an inheritance, they picture the whole family assembled around a lawyer reading out a deceased person’s will. However, nothing is stopping a person from giving out their inheritance while still alive. So if that money could make a big difference for a relative now,…
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Learn ‘How to Invest Like the Big Dogs’ from Renowned Wealth Advisor on May 26th 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 Thursday, May 26th, VISTA Today will host a NoonZOOM — entitled “How to Invest Like the Big Dogs” —…
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Wiser Wealth: What You Need to Know if You Want to Become an Accredited Investor
You might have heard about the potential accredited investors have to see much bigger returns on their investments. It’s possible that made you want to become one yourself, but there are also numerous requirements you need to be aware of first. Forbes recently delved into how you can get started and some of the pitfalls…
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Wiser Wealth: Investment Opportunities You Should be Using if You Are an Accredited Investor
Becoming an accredited investor opens you up to many potentially lucrative investment options. But for a newcomer, the choices can be overwhelming. Fortunately, those with experience have shared some of the most popular options. The site Investment Firms goes into detail on the best investment opportunities, but here is a summary of their picks. RealtyMogul…
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NewSpring Capital in Radnor: Time to Invest in the Doughnuts
Radnor-based NewSpring Capital has lately had a hankering for doughnuts, writes Joseph N. DiStefano for The Philadelphia Inquirer. The private-investment group manages $2.5 billion for investors. It’s put that money into growth companies like medical devices, business software, specialty manufacturers and retailers. Last month, though, it bought a big stake in Philadelphia-based Federal Donuts and…
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Wiser Wealth: What You Need to Know About Investing in Qualified Opportunity Zones
If you have heard about the tax incentives for investing in qualified opportunity zones, you have likely been intrigued to learn more. But for the uninitiated, it can be a lot to learn at once. Kiplinger ran an article with a lot of good information on the subject, with these being some of the key…
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Wiser Wealth: Should Real Estate Investors Also Consider Delaware Statutory Trusts (DSTs)?
It is no secret that there is big money to be made in commercial real estate. Unfortunately, the financial barriers of getting involved will preclude most people from doing so. But that is partially why Delaware Statutory Trusts (DSTs) have been gaining more attention as a way to still be involved. For those unfamiliar, an…
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