Investments
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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 cryptocurrency 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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Glen Mills Advisor Joins Delphi Wealth Management at New Exton Offices
Frank Capriotti, CFP, a Widener University graduate and a resident of Glen Mills, has joined the team at Delphi Wealth Management Group as a new advisor. His coming on board coincides with Delphi’s recent move to a new home office at 805 Springdale Drive in Exton. Capriotti has an MBA and undergraduate degree in finance.…
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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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The Important Birthdays, Starting at Age 50, That Have Implications on Your Retirement Income
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding…
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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 without getting hit with high taxes. You likely realize taxes will factor into that, but once you start looking into it the taxes might be significantly higher than…
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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 Their Inheritance?
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, writes Chris Isaac. 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 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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Brumbaugh Wealth Management: Diversification in Your Portfolio
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a good chance of getting through. Thus, the majority of the shipment could be saved.…
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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 to 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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Check Out Where Delaware County Sits Among PA Counties in Investment Income
Delaware County ranks near the top in Pennsylvania among counties where residents earn the most investment income, according to a recently released report by SmartAsset. Overall, Delaware County came in fifth place in Pennsylvania with an investment index of 4.92. This put it at No. 80 in the nation. To identify the places with the…
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Wiser Wealth: Cryptocurrency Explained in 466 Words (And a Link)
You have no doubt heard of Bitcoin and cryptocurrency, but may have heard wildly conflicting information about it. There are stories about people who have made fortunes off it, and there are also plenty of experts who say it’s just a fad with no long-term investment viability. So what’s the truth and how does cryptocurrency…
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