Articles on Investing Strategies & Personal Finance
INCOME
INCOME
RETIREMENT
MONEY MANAGEMENT
ASSET PROTECTION
ASSET PROTECTION
INCOME
INCOME
TAXES
Experts on Investing Strategies & Personal Finance
Virtual Expos
Virtual Learning
Learn to design a customized income strategy delivering consistent 8-12% yields. Explore unique, proven investment strategies with low minimums, short hold periods, and options accessible to all types of investors.
INCOME
Dominic will offer insights specializing in delivering tailored premium financing solutions, empowering high-net-worth individuals and businesses to unlock opportunities and achieve financial growth with exclusive, strategic expertise.
MONEY MANAGEMENT
Discover how you can diversify your portfolio, achieve tax advantages, and take control of your financial future by investing in assets like real estate, private equity, and precious metals. Join Madison Trust to explore actionable steps toward financial freedom and learn how alternative investments have the potential to protect against market volatility.
TAXES
Dominic will offer insights specializing in delivering tailored premium financing solutions, empowering high-net-worth individuals and businesses to unlock opportunities and achieve financial growth with exclusive, strategic expertise.
MONEY MANAGEMENT
Join Darren Neuschwander, CPA, managing member of Green, Neuschwander & Manning, LLC, for insights and information to help traders file their 2024 federal tax returns. This session will go over how active traders can qualify for trader tax status (TTS) to deduct business, start-up, and home office expenses on 2024 tax returns. Active securities traders trigger many wash sale loss adjustments, which can defer capital losses to the subsequent year. TTS traders can elect Section 475 mark-to-market accounting on securities, which exempts them from wash sale losses and the $3,000 capital loss limitation. It’s ordinary income or loss. However, the 2024 Section 475 election was due by April 15, 2024.
TAXES
What should traditional and alternative investors in Canada know about the new capital gains tax changes? Find out in this session, as MoneySense Editor-in-Chief Lisa Hannam walks through what the changes mean and how they may impact investors. She will also answer the top five questions Canadians have about capital gains tax.
TAXES
The Money Multiplier teaches the importance of privatized banking, keeping money in the family and how to break the bonds of financial slavery you don’t even realize you are in. Everyone needs to understand how money really works and start taking back control of the banking function in their life. Jason Sipple will be showing you how to get ALL the money back for every car you will ever buy, drive, and own for you and your family, for the rest of your life. And if it works for a car, what else do you think it can work for? Anything; products, business expenses, taxes, services and investments (double dip on your money).
PERSONAL FINANCE
The ability to grow your wealth rapidly is 80% dependent upon how much you pay in taxes and how well your investments perform. Unfortunately, most CPAs are historians who tell you how much you make, how much you owe, and how to write large checks at the last minute when you least expect it. In this session, learn how to protect your income and gains from taxation by responsibly diversifying market-based investments into passive real estate and alternative classes designed to improve performance. We'll also go over how to slash your taxes by 30% or more and create tax-free wealth for life, implement an investment plan to grow your wealth, and recover up to 70% of your tax bill using solar tax credits.
TAXES
Join Robert A. Green, CPA, of GreenTraderTax.com in his webinar on year-end tax planning for traders. Don’t wait until April 2025; arrange tax savings for 2024 before the year-end. Learn about tax-loss selling, avoiding wash sale losses, paying estimated taxes, and other tax-saving strategies.
TAXES
Are you paying more than $100,000 in taxes? Find out how to use solar tax credit to convert your tax liability dollars into investment that pays you!
TAXES
Conferences
Cruises
Cruises
Generating consistent gains in an ever-changing market is nearly impossible unless you know how (and when) to adapt to different market phases. Even a great strategy won’t work in the wrong conditions, and managing the money that you already have in the markets effectively is just as important as making the initial investment or placing the trade. In this section, you can learn about specific investing strategies and investment picks that will allow you to dampen risk without giving up solid gains. You’ll learn how to generate superior returns to establish a margin of safety in anticipation of black swan events and market anomalies.
With headwinds such as a longer time horizon, the current low-yield market environment, and the need to strategically allocate beyond stocks, bonds, and funds, there are several distinct and important financial decisions that really matter. Those are the ones you need to get right, so you don’t run out of money during your golden years. But, even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. Learn how to safeguard your portfolio and your plan against these risk factors.
With volatility making a comeback in the markets, investors are looking for the best investment strategies to protect—and grow their portfolios—in a challenging environment. Uncover effective strategies for managing your assets for a longer period of time, given current market conditions and longer life-span expectations. Learn about specific investments that could accomplish the goal of making your nest egg comfortably provide an income throughout your lifetime.