Brian Ortiz: Venture Capital vs. Private Equity

From: www.linkedin.com

I’m utilizing two separate sources for this post as both complement each other nicely:

Patrick Roberts, JD from HedgeStone Business Advisors (insights) & Clay Brock from Hadley Capital (image below).

Patrick elaborates… Venture Capital (VC) and Private Equity (PE) represent separate forms of investment…

The Stock Market History

From: linkedin.com

From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual history.

The 4 expenses retirees most underestimate, and how advisors can help

From: www.financial-planning.com

Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into an assisted living center. But there was one expense that caught Nolte’s family off guard.

Charitable Contributions

From: www.fidelitycharitable.org

Optimize your charitable planning for maximum tax savings

Understanding the tax strategies related to charitable contributions can help you decide how much to give, what asset to give and when to give, so you can provide the maximum amount to charity—and receive the maximum tax advantages for yourself.

Why charitable contributions can help you receive maximum tax advantages

According to the report Giving USA , U.S. families and individuals give…

Charitable Giving and Tax Strategies to Consider

From: www.nerdwallet.com

Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden.

Everyone loves a win-win situation. And that’s the case with charitable giving and its tax benefits — you can do good for others while also doing good for yourself.

When giving to charity, you can lock in tax deductions and save money for your heirs. Consider…

Avoid running into common hazards that occur and diminish retirement funds.

David Morgan talks with Tom Hardin from Canterbury Investment Management, on extraordinary investment strategies:

David Morgan talks about the importance of being your advocate and how with his elite team of money manageres and professionals REAP earns our clients’ honesty, integrity and trust just as much in down markets as in up….

Check out David Morgan’s video and eBook on Reinventing Retirement:

Financial Resources to Help Low-Income Seniors During Times of Inflation

From: www.assistedliving.org

Many seniors live on a fixed income, making it difficult to pay for expenses. The challenge grows especially for low-income seniors during times of inflation, when costs increase but the amount of money you have coming in stays the same.

Emergency Housing Guide

From: www.payingforseniorcare.com

An estimated half-million people were homeless in the United States from 2007 through 2020, and many of these individuals were seniors and veterans. Unfortunately, seniors who live on the street have little access to resources that can help them maintain their mental and physical health, and on top of that, many are living without the support of their loved ones.

Homeless seniors face more…