Wealth Management Strategies for High-Net-Worth Divorcees: Key Steps to Success

Wealth management strategies for high-net-worth divorcees navigating sophisticated divorces and dividing substantial assets from marital assets are crucial in today’s fast-paced world. Many individuals and families face significant financial shifts after worth divorces, impacting their lifestyle and future plans, especially regarding substantial wealth with their spouse. Understanding how to navigate these changes is vital. Effective […]

The Impact of Central Bank Digital Currencies on High-Net-Worth Investors: Key Implications

The rise of central bank digital currencies (CBDCs), alongside cryptocurrency and global banks, is changing the financial landscape of sovereign currency and physical currency. High-net-worth investors need to understand how these digital assets, including crypto and decentralized currencies, affect their financial growth and wealth. CBDCs offer new investment opportunities and risks that can reshape portfolios, […]

The Role of Alternative Data in Investment Decision Making: Boost Your Strategy

The role of alternative data as investing tools in investment decision making has grown significantly in recent years, providing market intelligence, company insights, and enhancing industry sector portfolios. Traditionally, investors relied on financial statements and market trends. Now, insights from timely data, social media, satellite imagery, and web traffic are changing the game, as highlighted […]

Investing in Carbon Credits: Navigating the Emissions Market

Investing in carbon credits as a trade for cash is gaining traction as a safe investment to combat climate change and support decarbonization. The emissions trading market, a carbon marketplace, has evolved since its inception in the 1990s, allowing companies to buy and sell carbon credits that represent a reduction in greenhouse gas emissions through […]

Wealth Management Strategies for Sudden Wealth Recipients: Key Tips

Did you know that 70% of lottery winners who hit the jackpot end up broke within a few years due to sudden wealth stories and sudden wealth situations following sudden wealth events? Sudden wealth can be overwhelming. Wealth management strategies for sudden wealth recipients, including beneficiaries and lottery players of us lottery jackpots, are crucial […]

433: News of the Week 05/29/24

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The upcoming wealth transfer from Baby Boomers to younger generations is a significant and unprecedented event in history, often referred to as the “Great Wealth Transfer.” Research indicates that about half of this $100 trillion transfer will go to Gen X, with the other half going to Millennials and Gen Z. This generational shift is […]

428: Velerity Wealth Update 5/15/24

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My key takeaway from our guest (Ryan Bourne from the Cato Institute) on this week’s episode is that policy mistakes that adversely impact the free markets happen for a variety of reasons:Misread of dataPoor use of policy toolsPolitical motivationNational Security interests Whatever the reason, the consequences of policy mistakes are real for investors.  For example, […]