Investments
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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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Developers Eye Chester’s Avenue of the States for Food and Culture
Several developers and business owners are creating a food and cultural renaissance along Chester’s Avenue of the States, writes Wendy Daughenbaugh for 6abc. The latest is the Penn Café, which opened in April in a renovated 1889 bank building vacant for 30 years. That building and six other historic properties have been bought by developer…
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Investment Firm Moving to Radnor Raises Millions for Small Businesses
Hidden River Strategic Capital, which is moving its headquarters from Chesterbrook in Chester County to Radnor, has raised millions of dollars to support new businesses. The firm is looking to support underserved clients, including small businesses. The $245 million in raised funds aims to accomplish that goal, writes Jeff Blumenthal for the Philadelphia Business Journal.…
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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. Affluent Millennials with high incomes who are philanthropic and focused on impact investments are increasingly turning to optimized charitable lead annuity trusts. These…
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Du Pont Family Member and Venture Capital Entrepreneur Hints Future Innovation at Longwood Gardens
A du Pont family entrepreneur, Ben du Pont, is telling The Philadelphia Inquirer that people can expect to hear more about products and investments coming from Kennett Square’s esteemed Longwood Gardens, writes Joseph DiStefano for The Philadelphia Inquirer. Ben du Pont, the most prominent living family member, is using his venture capital fund Chartline Capital…
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Springfield Mall Owner PREIT Avoids Major Leadership Shakeup
PREIT, which owns retail properties including the Springfield Mall, avoided what could have been a major leadership shakeup by rejecting resignations from seven board members, writes Paul Schwedelson for the Philadelphia Business Journal. Seven of the nine board members who were up for reelection were required to tender their resignations because they received more “withheld”…
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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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7 Board Members of Springfield Mall Owner, PREIT, Send in Resignations
Due to a lack of shareholder votes, seven out of the nine board members of PREIT have tendered their resignations, and while they are not official, it could prove to be detrimental for the regional mall owner, writes Paul Schwedelson for the Philadelphia Business Journal. Among the resigners were Chairman and CEO Joseph Coradino, Temple University…
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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 $8.9…
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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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With World Turning to Oil Alternatives, These Natural Gas and Energy Stocks Could Be Poised to Benefit
As the world is turning more to oil alternatives, the possibility of global demand for liquefied natural gas (LNG) doubling by 2040 could result in companies involved in natural gas increasing their revenue, writes Q.ai for Forbes. There are many companies that are involved in natural gas processing, divided into three distinct categories: upstream, midstream,…
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Pros and Cons of Investing in REITs vs. Direct Real Estate
While the housing market has been volatile and uncertain over the last three years, real estate is still a valuable part of an investor’s portfolio, writes Jeremy Pagan for the Morning Star. Each investor should ideally allocate anywhere between five and 20 percent of their portfolio to real estate. REITs are a very popular investment…
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Why Alternative Strategies Represent A New Frontier In Investing
The world of investing has come a long way since the days of buying and holding stocks and bonds. With the advent of technology and the globalization of markets, investors have more choices than ever. Once reserved for the ultra-wealthy, alternative strategies investing is becoming increasingly accessible to retail investors. In this article, we’ll explore…
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How Anyone Can Start Building Wealth Through Real Estate
While there are some risks associated with investing in real estate, the many benefits make this something any investor should consider doing, writes GeekWire. Benefits of Investing in Real Estate When you buy or hold real estate or decide to invest in a property’s equity through a REIT, you may earn cash flow. If you…
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Barron’s: Bitcoin Surged in 2023, But Is It Due for a Pause?
Bitcoin is on fire once again, having rallied 80 percent this year and spurring calls for a new crypto bull market, writes Jack Denton for Barron’s. However, if you are considering investing in crypto, there are several things you need to consider. There is logic to the rise of the most popular cryptocurrency, which has…
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CEO of Chester Springs-Based Creative Capital Wealth Management Group Now a Contributor to Forbes.com
Fred Hubler — the founder and CEO of Creative Capital Wealth Management Group, an independent wealth management firm based in Chester Springs — is now a regular online contributor to Forbes.com. Hubler will provide the platform’s readers with exclusive insights and commentary on emerging trends in alternative investments and other timely finance and investment topics.…
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