About this time every summer, I get a deep longing to be on the beach. Catching up on vitamin D, fresh ocean air and maybe pursuing some small surf are top priorities. If I can get a few days in like this over the summer, I’m a happy guy. And since I can’t get my…
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London. New York. San Francisco. For many entrepreneurs and startup founders, those are three global cities that are associated with a bustling fintech scene. While many flock to these cities to start a company or build a team with deep experience in financial services, they’re overlooking another region: Colorado. Colorado is one of the fastest-growing financial…
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It is no secret that the growth of the middle class in Asia has been a major investment theme in recent years, spurring growth for several Asia funds seeking to invest in the region. For instance, the Templeton Dragon Fund (TDF) has seen aggressive growth over its long history—but outflows have plagued it and several…
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Semi stocks are having flashbacks to their May sell-off. The SMH semiconductor ETF has fallen more than 4% this week, its worst since the middle of a spring slump. The latest round of selling on Thursday came after President Donald Trump announced via Twitter that an additional 10% of tariffs on Chinese goods would go into effect…
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Bitcoin prices have rallied lately, pushing higher as the markets respond to continued concerns surrounding the ongoing trade war between the U.S. and China. The cryptocurrency climbed more than 5% in 24 hours on CoinDesk after President Trump posted a tweet yesterday morning about his plans to turn up the heat on the world’s second-largest economy. In the tweet, he…
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You and I know why people buy real estate investment trusts (REITs). They’re income machines that are literally mandated to take the lion’s share of their profits and put them back into shareholders’ hands as cash dividends. It’s no secret. Just about anyone who buys into REITs know that they produce far bigger dividends than your typical…
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A bit of history to help you decide When I was a kid on Wall Street (1980s), we all knew what “The Dow” was. The Dow Jones Industrial Average (DJIA) was a set of the 30 most prominent public companies in America. Collectively, they were intended to represent the U.S. economy. They were household names…
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PHILADELPHIA — For all the books, articles and TV shows devoted to investing, it seems to be a difficult body of knowledge to master. But what if the best investing advice is actually the simplest? That’s the bet being made by a group of rabid do-it-yourself investors called the Bogleheads who are devotees of Jack Bogle, founder…
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After leaving my corporate career and embarking on my own business as a therapist and later, career coach, writer and speaker, I had to make the huge shift from receiving a regular paycheck to generating consistent revenue by offering services and programs that help professionals thrive. In the beginning of that journey, even though I…
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Sometimes, finding the right person to help you with your money management can be difficult. This is especially true when you’re looking for an investment manager to help you grow your investment portfolio. One of the biggest issues that I’ve noticed between prospective clients and their investment managers is that the clients often don’t know…
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