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Four Things to Know About Your Collectibles and Homeowners Insurance
Finance Tom Ruggie 10/3/24 Finance Tom Ruggie 10/3/24

Four Things to Know About Your Collectibles and Homeowners Insurance

The market for collectibles has exploded in recent years, as investors increasingly view collectibles as a steady element of their p...

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Provenance Plays a Vital Role in Car Collecting
Finance Gayle Jennings 9/10/24 Finance Gayle Jennings 9/10/24

Provenance Plays a Vital Role in Car Collecting

George Foreman in December closed out a highly successful auction of more than 50 automobiles collected over the former heavyweight champion's career, both as a boxer and a home appliance entrepreneur. The auction was Read More

A Private Equity Fund Bought Your Accounting Firm: Now What?
Finance Tom Ruggie 9/3/24 Finance Tom Ruggie 9/3/24

A Private Equity Fund Bought Your Accounting Firm: Now What?

With one in three accounting firms set to be at least partially owned by private equity funds, it's likely that changes are coming to the accounting industry. And as new management shakes up how these firms operate, clients may find themselves...

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Are Hedge Funds Worth the Risk Today?
Finance Tom Ruggie 8/14/24 Finance Tom Ruggie 8/14/24

Are Hedge Funds Worth the Risk Today?

Michael Sonnenfeldt, the chairman of "ultra-high-net-worth" network Tiger 21, has declared that hedge funds are "Read More

Sports Memorabilia Appear to Have Arrived as Investing Class
Professional Services Tom Ruggie 6/14/24 Professional Services Tom Ruggie 6/14/24

Sports Memorabilia Appear to Have Arrived as Investing Class

Sotheby's, the legendary auction house, wrapped up Sports Week in April, its first dedicated foray into sports memorabilia. The piece de resistance of the auction: a signed pair of boxing trunks that Muhammed Ali wore during his...

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You Can Now Invest in Hot Private Tech Companies: Should You?
Professional Services Tom Ruggie 6/13/24 Professional Services Tom Ruggie 6/13/24

You Can Now Invest in Hot Private Tech Companies: Should You?

The launch of Destiny XYZ's new fund took Wall Street by storm when it began trading at the end of March, offering day traders and casual investors a way to buy into the prestigious...

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How Entrepreneurs and Wealth Managers Can Work Well Together
Finance Tom Ruggie 5/15/24 Finance Tom Ruggie 5/15/24

How Entrepreneurs and Wealth Managers Can Work Well Together

The increase in the number of ultra-high-net-worth individuals across the U.S. can mean only good things for wealth managers - especially as more of these newly minted millionaires and billionaires look to set up family offices to protect their...

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Now Could Be Time for Private Investors to Make Their Mark
Finance Tom Ruggie 4/22/24 Finance Tom Ruggie 4/22/24

Now Could Be Time for Private Investors to Make Their Mark

Despite a less-than-stellar inflation report in March, consumers are feeling bullish about the economy, pushing venture capital and private equity firms to ready themselves for a re-entry into the market. But before the coming AI wave hits and tr...

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Even if NFT Demand Returns, It's Best to Collect What You Love
Finance Tom Ruggie 3/19/24 Finance Tom Ruggie 3/19/24

Even if NFT Demand Returns, It's Best to Collect What You Love

Promising returns in the first few weeks of the new year have NFT watchers hoping for a comeback. But with demand from its 2021 peak largely evaporated, collect...

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Collectibles Prove to Be a Solid Asset Class for Investors
Professional Services Tom Ruggie 12/15/23 Professional Services Tom Ruggie 12/15/23

Collectibles Prove to Be a Solid Asset Class for Investors

Your youthful passion may just help fund your retirement: Collectibles, sometimes misperceived as passion projects for slightly eccentric investors, have morphed into an increasingly solid asset class in their own right.

For those wil...

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Cash Balance Plans: Big Deductions and Big Retirement Savings
Finance Maxim Galash 11/10/23 Finance Maxim Galash 11/10/23

Cash Balance Plans: Big Deductions and Big Retirement Savings

High-current-income business owners can't afford to sit still with the IRS loading up its audit and IT staff to drive federal tax revenue. Cash benefits plans can help lower tax burdens and build a more affluent retirement and are worth investi...

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Invest Like the Rich: Are Direct Investments Right for You?
Finance Tom Ruggie 9/3/23 Finance Tom Ruggie 9/3/23

Invest Like the Rich: Are Direct Investments Right for You?

The wealthy have access to investments unavailable to the rest of us. But at least one type - direct investments - is now within reach.

Direct investments enable investors to take stakes in non-public companies whose shares don'...

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Big Money Is Chasing Sports Collectibles: Investing Opportunity or Market Top?
Finance Tom Ruggie 9/1/23 Finance Tom Ruggie 9/1/23

Big Money Is Chasing Sports Collectibles: Investing Opportunity or Market Top?

When approaching the sports collectibles market as a potential investment strategy, it is imperative to enter with eyes wide open and invest only what yo...

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How High-Net-Worth Families Can Start Investing in AI
Finance Tom Ruggie 8/9/23 Finance Tom Ruggie 8/9/23

How High-Net-Worth Families Can Start Investing in AI

High-net-worth families have long understood the value of alternative investments. Now there's a growing sense that the artificial intelligence (AI) revolution is the next big opportunity, even as it comes with major risks. Many just don't kn...

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