Can You Tell a 'Finfluencer' From a Flimflammer?
A large number of Gen Z investors are forgoing the traditional analytical approach to markets and instead turning to guidance from a multitude of "...
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...
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...
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...
The Increasing Savvy of the American Consumer
Credit card debt is on the rise, but that doesn't mean it is time to panic about the state of American credit. Though the economy is pressuring the bottom lines of American families, consumers have demonstrated increased financial literacy, accor...
Real Estate Industry Requires New Talent With Upcoming Transformation
Real estate investment, traditionally reliant on meticulous spreadsheet analysis combined with a touch of intuition, is on the brink of a significant transformation that will redefine the industry over the next five years.
Say goodbye...
Stablecoin Payment Systems Could Save Families $40 Billion Annually
The use of cryptocurrency-based stablecoins by foreign guest workers to send cash back to their home countries could save the world's working poor families a stunning $40 billion annually in aggregate.
That's the most eye-popping...
Why Ground Lease REITs Are Building in Popularity
Numerous publicly traded real estate trusts (REITs) have faced challenges in the past year, with returns largely trailing stock market indexes. But REITs that are focu...
Price transparency will cause market disruption for physicians, patients and insurers
Price transparency is the newest initiative and likely catalyst that will trigger large scale change to the traditional U.S. health care payment process. Where have we come from and where are we going with U.S. health care's notoriously complex...
Big Bank Wealth Management vs. Smaller Focused Firms: How To Evaluate What's Best For You
Like many banking sectors, wealth management has been in a battle between the big banks and the boutique firms. But rising interest rates have slowed the market down, and big banks are feeling the crunch. As trust and exclusivity become more impo...
An Analysis Of The Effect Of Ground Leases On Overall Property Values
Surveying the landscape of property development in the last half-decade reveals a notable turbulence within the sector. Read More
Loosening the Reins in Philanthropy Could Mean Better Outcomes
But- we had a plan."
In the world of corporate giving, even the most experienced can find themselves stuck uttering these famous last words when a philanthropy initiative fizzles unexpectedly.
What's the biggest reaso...
Hospitality Ground Leases
The hospitality industry is facing a critical moment. As interest rates fluctuate, many hospitality groups find themselves squeezed by increasing debt service expenses, a consequence of the Federal Reserve's efforts to combat inflation. Ground...
Cash Flow Crunch Prompts Renewed Interest In Land Leases
Property owners and developers of some relatively high-profile assets - like the Hard Rock Casino in Rockford, Illinois - have been turning to sale-leaseback deals of the land their buildings sit on in an attempt to mitigate interest rate sho...
Après Bubble, Cryptocurrencies Start To Earn Their Keep With Real-World Use Cases
Outside observers would be forgiven for thinking cryptocurrencies were tulip-bulb level speculative foolishness, replete with prominent fraudsters and a massive multi-year hype cycle. But the real-world use cases now emerging for stablecoins -...
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...
Philanthropy Needs Innovation to Help With Social Problems
t's a question that plagues philanthropists: Why, in such a wealthy nation, have we yet to conquer our most persistent social problems?
Homelessness is an excellent example. Although the U.S. spends billions of dollars every year t...
Bright Spots Amid Commercial Real Estate Struggles
The landscape for commercial real estate may look dismal from afar with high interest rates and an office space market still in shakeout mode, but pockets of opportunity remain for investors with the right approach and strategy.
Some...
Return-to-office mandates: Why tax breaks are not a reason for companies in states such as Texas, Utah, and New Jersey to force employees back
Before the COVID-19 pandemic, U.S. businesses were receiving an average of $30 billion annually in local and state tax incentives, much of it for creating jobs that directly benefit local economies. Those agreements typically required workers to...