Latest articles by Thomas Ruggie, ChFC®, CFP®
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A Private Equity Fund Bought Your Accounting Firm: Now What?
As private equity moves into the financial services space, clients should be proactive and not afraid to push for the answers they need.
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Are Hedge Funds Worth the Risk Today?
Hedge funds might not be the stars nowadays that they were in 2008, but there are excellent reasons (such as diversification) to not ignore them.
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Sports Memorabilia Appear to Have Arrived as Investing Class
The world's most prestigious auction house recently had a Sports Week in which it auctioned off sports collectibles.
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You Can Now Invest in Hot Private Tech Companies: Should You?
The launch of a fund composed of 23 of the hottest private tech companies hit the ground running with investors, but a wait-and-see approach might be prudent.
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How Entrepreneurs and Wealth Managers Can Work Well Together
Entrepreneurs work best with wealth managers who are also entrepreneurs and understand what it’s like to grow a business.
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Now Could Be Time for Private Investors to Make Their Mark
The venture capital crunch may be easing, but it isn't over yet. That means there could be direct investment opportunities for private deal investors.
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Even if NFT Demand Returns, It’s Best to Collect What You Love
People’s genuine interest in a collectible is always a better indicator of what’s worth the price tag and what isn’t.
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Provenance Plays a Vital Role in Car Collecting
A car owner’s celebrity status can make or break the value of a collector vehicle — collectors should keep an eye on cultural trends but block out hype.
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Collectibles Prove to Be a Solid Asset Class for Investors
Anyone with a passion for certain collectibles and the patience to wait for values to grow could see some strong returns.
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Cash Balance Plans: Big Deductions and Big Retirement Savings
With the IRS focusing more on high-net-worth taxpayers, is it time for business owners to consider implementing cash balance plans?
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Invest Like the Rich: Are Direct Investments Right for You?
Alternative investments like these can help diversify your portfolio, but while the payoffs can be bigger, the risks are a lot bigger, too.
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Big Money Is Chasing Sports Collectibles: Investing Opportunity or Market Top?
Sports memorabilia, already a solid alternative investment, stands to become a hotter investment ticket with the creation of a bound-to-be-popular marketplace, but could it overheat?
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How High-Net-Worth Families Can Start Investing in AI
AI, or artificial intelligence, as an alternative investment could score some major gains, but it could also come with some high risks. Where to begin?
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Collectible Vintage Photos Emerge as Investable Asset Class
Many of the most valuable vintage photos are sports-related, and limited supply and high demand, as well as careful and trusted authentication, are key.
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How to Help Your Kids Profit From Their Collectibles
You’ve been a longtime collector, but the kids are more interested in comic books than your baseball cards. You can use your expertise to help them profit from their own collections — and strengthen your bonds.
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Estate Planning for Memorabilia Collectors: Don’t Leave Your Family in the Lurch
No one else in this financial planner’s family has any interest in the sports memorabilia he’s accumulated. But he’s made a plan and has some advice for people like him.
