- How to Invest in Unicorn Companies
Unicorn companies are privately held startups valued at over $1 billion. These often attract investor attention due to their innovative approaches, rapid expansion and potential for further growth. Early unicorn investors such as venture capitalists, hedge funds and private equity firms can enjoy large profits. However, direct unicorn investment is typically limited to accredited investors.… read more…
- Classic Cars That Are Common Investments for Collectors
Classic cars hold a unique appeal for collectors, blending nostalgia for the past with enthusiasm for motoring and the enduring pleasure of prospective financial gain. Although owners may rarely or never actually drive them, these vehicles can become valuable investments due to their rarity, historical significance and enduring popularity. Collectors often invest in these cars,… read more…
- Where to Find Bond Auctions Online
Online bond auctions provide a straightforward way for investors to purchase government bonds directly from issuers. These auctions are available on various financial platforms, including official sites like TreasuryDirect, where U.S. Treasury bonds are sold. Additionally, some brokerage firms and financial marketplaces feature online bond auctions, enabling investors to participate without leaving their homes. If… read more…
- Assessed Value vs. Market Value
When evaluating real estate, it’s important to know the difference between assessed value and market value. Assessed value determines property taxes, while market value is the price a property would sell for. This distinction is important for real estate investors who are interested in refinancing a mortgage as it can affect their investment decisions. If… read more…
- Would NVDA Shareholders Be Affected if Democrats Quadruple the Stock Buyback Tax?
Democratic presidential candidate Kamala Harris has signaled that she supports quadrupling the 1% percent surcharge placed on corporate share repurchase programs by the Inflation Reduction Act of 2022. The stated purpose of the 4% stock buyback tax proposal is to reduce the comparative tax advantage that buybacks have over dividend payouts as a way of… read more…
- How to Invest in Anthropic and Claude
Anthropic’s core product is Claude, a large language model (LLM) that competes with OpenAI’s ChatGPT and xAI’s Grok, among others. Anthropic is a privately held company. Its stock is not traded on any public market, nor is it subject to SEC oversight and disclosure rules. As a result, only accredited investors and institutions can freely… read more…
- What Is Fixed-Income Relative Value Investing (FI-RV)?
Fixed-income relative value investing (FI-RV) is an investment strategy that focuses on identifying and exploiting price discrepancies between related fixed-income securities. Unlike traditional fixed-income investing, which often emphasizes income generation and capital preservation, FI-RV strategies aim to profit from small, relative differences in the valuation of bonds, interest rate swaps or other fixed-income instruments. This… read more…
- 5 Types of Fixed-Income Investments
Fixed-income investments offer both regular interest payments and return of principal at maturity. This combination of features can make these assets attractive for investors looking to preserve capital while earning a predictable income stream. Plus, as an asset class with low correlation to other popular investments such as stocks, fixed-income holdings can help diversify a… read more…
- Differences Between Fee Simple vs. Leasehold
Fee simple and leasehold are two important types of property ownership. Fee simple gives full ownership rights, while leasehold comes with more restrictions, similar to a rental agreement. Knowing the key differences between both types could help you make informed decisions, whether you are building a real estate portfolio on your own or working with… read more…
- How Much Can You Raise Rent on Your Property in California?
California’s rent control laws place significant limits on how much rent can be raised in The Golden State’s rental markets each year. Under the statewide rent control law, AB 1482, landlords now have set limits, tied to inflation, for rent increases. This law applies to most rental properties, including single-family homes not owned by corporations… read more…
- Pros and Cons of a Collective Investment Trust (CIT)
Collective investment trusts (CITs) pool investor funds into a single investment managed by a professional trustee. This specialized type of trust has fewer regulatory requirements, which typically cuts costs. But they are only available to certain investors, such as retirement plans and institutional investors, and not the general public. Here’s what you need to know.… read more…
- What Are the Risks of Investing in REITs?
Real estate investment trusts (REITs) offer investors the potential to gain steady income through dividends, as they’re required to distribute a significant portion of their taxable income to shareholders. However, like other financial investments, REITs have their own risks that investors should consider before committing their funds. Before you add REITs to your investment portfolio,… read more…
- How to Rebalance Your Portfolio Without Selling Investments
Over time, the values of different assets in your portfolio can change due to market performance, which may increase risk or move away from your investment goals. This is why regular rebalancing is important. If you’re concerned about the tax and cost implications of selling investments to rebalance, there are ways to do so without… read more…
- How to Invest in India’s Economy
With an expanding middle class, a young population and a government committed to economic reforms, India offers compelling investment opportunities. As the fifth-largest economy in the world, India has become increasingly attractive to global investors who are looking to capitalize on the growth and potential of this emerging market. If you’re interested in investing in… read more…
- How to Invest in Starlink
As a subsidiary of the privately owned SpaceX, an aerospace technology company founded by Elon Musk, Starlink is not available for public investment. No shares trade on public exchanges and the company has not announced any official plans for a public offering, though Musk has previously made online comments about a potential initial public offering… read more…
- NVDA Announces Stock Buyback, Record Revenue: What to Know
Stock market high-flyer Nvidia (NVDA) revealed in an earnings call that it pushed past analyst’s heady expectations with its financial performance for the fiscal year’s second quarter. The Santa Clara, California-based technology company reported quarterly revenues of just over $30 billion, comfortably beating the forecast of $28.7 billion and improving over the same quarter last… read more…
- How to Invest in Sneakers
Investing in sneakers has become a popular alternative investment strategy, driven by the booming sneaker culture and high demand for limited-edition releases. The process typically involves purchasing sought-after sneakers at retail prices and reselling them at a higher value, often through online marketplaces. Understanding the market — including factors like condition, rarity and timing —… read more…
- How to Invest in Classic Cars
Classic cars—particularly those with historical significance or limited production—tend to appreciate in value over time, making them attractive to collectors and investors alike. However, classic car investments require careful consideration. The value of classic cars is influenced by factors such as rarity, condition and market trends, which can fluctuate. With classic car investments, it’s essential to… read more…
- Types of Collectible Investments to Consider
Collectible investments offer a unique way to diversify your portfolio, combining financial growth potential with the enjoyment of owning rare or valuable items. Popular types of collectibles include fine art, rare coins, stamps and vintage automobiles, each of which has its own market dynamics and risks. While these assets can appreciate significantly over time, they… read more…
- What Is an Estate at Will?
An estate at will is a flexible rental arrangement that allows either the tenant or landlord to terminate the agreement at any time without the need for a long-term lease. This type of arrangement is helpful for individuals in search of short-term housing solutions or landlords looking for temporary tenants. An estate at will offers… read more…
- Trump vs. Harris on Taxes: What You Need to Know
Taxes play a central role in the campaigns of both major party candidates for president in 2024. No matter who is elected, taxpayers may see substantial changes. A major question is whether, and to what extent, provisions of the 2017 Tax Cuts and Jobs Act will be allowed to expire in 2025. Former President Donald… read more…
- How to Invest in Texas Real Estate
Investing in Texas real estate can allow you to benefit from the state’s economy and population growth. Whether you choose residential, commercial, or land development, understanding local market trends is essential. Key strategies include securing financing, researching zoning regulations and property taxes. You should also consider the help of a real estate financial advisor to… read more…
- How to Invest in Florida Real Estate
Investing in Florida real estate can be a great opportunity due to the state’s economy, growing population and climate. As an investor, you should decide on the type of real estate investment that you want to make. For example, do you want to buy a rental property, vacation home, or commercial real estate? Florida offers… read more…
- How to Invest in Comic Books
Investing in comic books can be exciting and potentially profitable, blending a love for storytelling with financial gains. However, the comic market can be unpredictable and complex. To improve your chances of success, gather as much information as possible. A financial advisor can guide you on how much to invest in comics, and joining a… read more…
- How to Invest in a Private REIT
Private real estate investment trusts (REITs) can allow investors to diversify their portfolios with real estate assets. Potential benefits include reduced market volatility and an additional layer of privacy as they aren’t traded on stock exchanges or registered with the SEC. However, to invest in a private REIT, you generally need to be an accredited… read more…