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Is the degree worth it? ROI can provide a clue.

When families are checking out colleges and universities, many people don’t consider what the educational program’s return on investment will…

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What does Amazon’s shifting retail footprint mean for the sector?

As the first quarter draws to a close, market demand for retail properties is experiencing a rapid rebound and investors…

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Direct Sequencing Vs. Personalized Portfolio

The next evolution of personal wealth management is customized investing. This is a major trend that builds on direct indexing,…

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Celebrity Estates: Michael Nesmith, The Monkees and the Holographic Wills

Michael Nesmith, songwriter, actor, producer, novelist and member of the popular group The Monkees, passed away in December 2021. His…

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Elon Musk Is Diversifying the World’s Biggest Fortune With Twitter Stake

(Bloomberg) — For years, Elon Musk’s net worth has been dominated by one stock: Tesla Inc. His purchase of a…

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Saving for retirement is harder than it should be

(Bloomberg Opinion) — The U.S. government has long offered Americans myriad tips and temptations to save enough for a comfortable…

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A 30-Year-Old Crypto Billionaire Wants to Give His Fortune Away

(Bloomberg Markets) — The Economic Club of New York has hosted kings, prime ministers, and presidents, as well as Amazon.com…

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Annual vs Trailing vs Rolling Returns

Stocks, gold, mutual funds, or any other investment, we all invest to earn good returns. Thus, the first thing that…

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Creating specific retirement planning practices in the virtual world

The pandemic has created myriad opportunities and challenges for retirement planning consultants. It always makes sense for RPAs to specialize…

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What you need to know about SEC climate risk disclosure

The Securities and Exchange Commission under the Biden administration has made no secret of the fact that climate change is…

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