December 1, 2020
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Search Results for: Risk – Page 3
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Colorado’s 529 Plan: Unlock Tax-Free Growth and Smart Savings for Education
Benefits of a 529 Plan in Colorado A 529 Plan is a tax-free way to save for education, offering significant flexibility and growth potential. In Colorado, these plans come with added perks like state tax deductions of up to $34,000
November 8, 2024
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Articles
The Second Wave of Making Money from AI: How Companies Will Leverage AI to Create Product Stickiness
As artificial intelligence (AI) continues to transform industries, some of the world’s largest and most successful enterprise software companies—Microsoft, Adobe, and Salesforce—are taking a particularly effective approach to AI integration. Rather than launching entirely new products built around AI, these
September 16, 2024
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Articles
Uncharted Waters: The S&P 500’s Heavy Reliance on the MEGA-MEGA cap.
As of this month, the S&P 500 index finds itself in an unprecedented position. A staggering 20% of its total weight is concentrated in just three companies: Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA). We are calling this the MEGA-MEGA
July 2, 2024
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The Growing Importance of Cash Flow in Real Estate Investment
For the past two decades, real estate investors have enjoyed the benefits of historically low interest rates. This environment of cheap money has led to significant growth in property valuations, making it easier for investors to achieve substantial returns through
June 17, 2024
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Unlocking the Secrets to Selling Your Business: Maximize Your Retirement Without Getting Taxed to the Max!
Hey there, business owners! If you’re reading this, chances are your company isn’t just your paycheck—it’s your golden ticket to a comfortable retirement. Unlike your 9-to-5 counterparts who rely on 401(k)s and IRAs, you’ve been pouring your profits back into
May 30, 2024
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Your Money, Your Freedom: The 4-Point Fun Guide to Decoding Your Employment Dependency!
Ever wondered how chained you are to your 9-to-5? Or dreamt of making your money work for you while you sip cocktails on a beach, climb mountains with friends, or just hang out with children and grandchildren? Welcome to the
April 8, 2024
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The Value of Tax Alpha
In today’s fiercely competitive investment management landscape, financial advisors are encountering challenges from various fronts, including fellow advisors, brokers/dealers, insurance agents, robo-advisors, and self-directed investors. In this environment, where promising excess returns over market performance is unrealistic in the long
March 27, 2024
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Why I Prefer Investing in CDMO Facilities
In the world of investing, there are myriad avenues to explore, each with its unique appeal and potential for growth. One avenue that has increasingly captivated my attention is investing in Contract Development and Manufacturing Organizations (CDMOs). However, my approach
February 22, 2024
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