Latest articles by Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS®
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Apple TV+'s 'Loot' Offers Five Lessons for Inheriting Wealth
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her.
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Three Reasons I’m Bullish on Water, and You Should Be, Too
The U.S. government is heavily investing in water infrastructure, and that’s just one reason to dip your toe into investing in water.
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Why You Shouldn’t Ignore Investing in Commodities
Investors can help reduce risk, hedge against inflation and diversify their portfolio by investing in commodities, such as gold, silver and copper.
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Three Ways to Maximize Your International Charitable Giving
With humanitarian crises growing, financial support is much needed and easily provided, but charitable givers should do their homework to ensure their donations go to trusted entities.
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Five Downsides of Investing in Alternatives
Demand for alternative investments is increasing, but these complex options might not be the best fit for ordinary investors.
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How to Find Room for Philanthropy Despite Challenging Times
The 'philanthropic squeeze' hits when consumers face higher costs and lower investment returns. Consider these three ways to maintain charitable giving.
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Five Ways to Invest in Water
Anyone with sustainability or longevity in mind for their portfolio might want to dip a toe into investing in water, an essential commodity.
