Category Archive: Investments

10 Things Billionaires Won’t Tell You

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What happens when so few control so much of the world’s wealth Original article by Quentin Fottrell of Market Watch/ WSJ > 1.“We just get richer and richer.” In 2013, the wealth of the world’s billionaires reached a record high — helped by 200 newcomers like Facebook founder Mark Zuckerberg. The 2013 Forbes Billionaires List names …

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Year-End Ideas for Owner-Only Businesses

There is still time to establish a plan for the current tax year and take advantage of deductible contributions, but the deadline is very close. Owner-only businesses have until December 31 to establish 401(k), Profit-Sharing, or Defined Benefit Plans. Funding may be completed next year, by the business’ tax filing deadline, including extensions Savings Goal: …

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Baffled by College Costs? Me Too

It’s a conversation many of us have over the dinner table or with our colleagues at work: “I can’t believe the cost of college.” It is a very reasonable statement when you consider that many private colleges cost $40,000+ per year. My alma mater, New York University, is now over $50,000 per year. The question …

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Rising Interest Rates and the Fed “Taper Tantrum”

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Volatility has returned to the financial markets with a vengeance! The fixed income (bond) market as well as the equity markets have experienced extreme price swings and declines these past few weeks; sparked by fear that we have entered a rising interest rate environment much sooner than many expected. Although it has been obvious to …

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Why You Need a Financial Advisor

Professional financial help goes far beyond picking stocks. Hiring an advisor arms you with expertise and resources with which to approach planning your financial future; especially as you increase your income and take on more responsibilities and investments. This coaching and support can help you to smoothly endure and make the most of the circumstances …

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Strategies for a Rising Tax Environment

Now that “Tax Day” 2012 has come and gone, it is important to understand and prepare for the possible tax rate increases that are on the table for 2013 and beyond. At the end of this year (2012), the decade-old Bush tax cuts are set to expire and if legislation is not passed to address …

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