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Strategies

Strategies

Harris’s Capital Gains Tax Plan: Understanding the 25% Minimum Tax on Unrealized Investment Gains
Edward Rockwell
Edward Rockwell
October 15th, 2024

Harris’s Capital Gains Tax Plan: Understanding the 25% Minimum Tax on Unrealized Investment Gains

Capital gains taxes play a key role in the U.S. tax system, applying to profits from investments like stocks, bonds, and real estate. Currently, taxes are only owed when an asset...

Wealth Tracking Simplified: Top Tips for Keeping Your Investments on Track
Joan Charanas
Joan Charanas
September 10th, 2024

Wealth Tracking Simplified: Top Tips for Keeping Your Investments on Track

Managing investments can be daunting, even for seasoned investors. With portfolios often spread across multiple asset classes, tracking their performance becomes essential for...

The Role of Wealth Management Software in Achieving Long-Term Financial Goals
Ben Gold
Ben Gold
August 26th, 2024

The Role of Wealth Management Software in Achieving Long-Term Financial Goals

This is where wealth management software comes into play. By providing comprehensive tools and insights, these software solutions help individuals and families navigate the...

Capital Call Management for Private Equity Investors
Ben Gold
Ben Gold
August 22nd, 2024

Capital Call Management for Private Equity Investors

Private equity (PE) investments play a vital role in diversified investment portfolios, allowing investors to participate in the growth and development of privately held...

How Wealth Management Apps Are Redefining Personal Finance for Investors
Ben Gold
Ben Gold
August 5th, 2024

How Wealth Management Apps Are Redefining Personal Finance for Investors

These apps offer innovative solutions for budgeting, investing, and financial planning, making it easier than ever for people to take control of their financial future. In this...

How Can Crypto ETFs Diversify Your Portfolio?
Michael Lukasevicz
Michael Lukasevicz
July 29th, 2024

How Can Crypto ETFs Diversify Your Portfolio?

Crypto exchange-traded funds (ETFs) are innovative financial products that offer a new pathway for investors to gain exposure to this asset class. These ETFs provide a bridge...

Top Income-Generating Investments in 2024
Joan Charanas
Joan Charanas
July 17th, 2024

Top Income-Generating Investments in 2024

"In investing, what is comfortable is rarely profitable." — Robert Arnott Real Estate Investments Real estate remains a top choice for investors with potential for high returns...

Summer ‘24’s Must-Read Books for Passive Investors
Ben Gold
Ben Gold
July 2nd, 2024

Summer ‘24’s Must-Read Books for Passive Investors

"If you want to have a better performance than the crowd, you must do things differently from the crowd." - John Templeton Our list covers everything from investor psychology to...

5 Unique Strategies for LP Investors to Maximize Portfolio Performance
Joan Charanas
Joan Charanas
June 5th, 2024

5 Unique Strategies for LP Investors to Maximize Portfolio Performance

Investing as a limited partner (LP) involves more than just capital commitment—it requires a thoughtful strategy to effectively manage and maximize your investment...

Unlocking Passive Income: Tech Entrepreneur Litan Yahav's Mindfulness and Stress Management Strategies
Sam Miller
Sam Miller
May 25th, 2024

Unlocking Passive Income: Tech Entrepreneur Litan Yahav's Mindfulness and Stress Management Strategies

Discover how tech founder Litan Yahav manages stress and achieves success through mindfulness and goal setting. Learn his strategies for thriving in the entrepreneurial...

Tips for Tracking Limited Partners (LP) Investments
Joan Charanas
Joan Charanas
May 8th, 2024

Tips for Tracking Limited Partners (LP) Investments

The private markets landscape in 2023 presented a mix of challenges and opportunities for limited partners (LPs). Despite a 22% decline in fundraising from the previous year,...

Understanding The Market: Key Trends in Commercial Real Estate
Joan Charanas
Joan Charanas
March 6th, 2024

Understanding The Market: Key Trends in Commercial Real Estate

While real estate offers plenty of opportunities for profitable investment, commercial real estate, in particular, provides several advantages for investors, including economies...

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