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Startups Are The Asset Class Your Portfolio Is Missing

Other Investments

Angel investing sounds like an area of investing that is reserved for millionaires and billionaires. On top of that, it seems much too risky for regular investors. However, it turns out that if you apply the power of diversification and basic business principles, this asset class can be a great addition to your portfolio.

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Diversifying Your Portfolio: Why Now Might Be The Time To Take The Leap

Investing, Other Investments,

The recent volatility in the public markets has many investors reeling. If you’ve spoken with your financial advisor recently, you’ve likely heard something along the lines of “a long-term disciplined approach to investing with a well-diversified portfolio is the best strategy for financial success”. It’s also probable that your advisor has suggested an investment portfolio […]

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Self-Directed Accounts: No Longer A One Size Fits All

Investing, Other Investments, Retirement Accounts,

Planning for a successful retirement can be an intimidating task, to say the least. While many people are saving for retirement through employer-sponsored plans like 401(k)s or 403(b)s, there are additional options that can make all the difference between getting by and continuing to build wealth into your golden years. IRAs have been around since […]

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Overseas Adventure? Take Your IRA with You!

Investing, Other Investments,

Whether it’s the lure of an affordable beachfront condo, or a hillside villa, more Americans are choosing to live either partially or fully outside the country now more than ever.  Central America, including Costa Rica, has seen a sharp increase in growth of expats.  According to an article quoting the US Ambassador to Costa Rica […]

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