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FINANCE
3 Bar Ranch

THE 3 BAR RANCH

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OPPORTUNITY
IN THE BAHAMAS

The Great Harbour Cay Marina and Haines Cay present an unparalleled investment opportunity for ultra-high-net-worth individuals, combining luxury living and lucrative potential amidst the stunning natural beauty of the Bahamas

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CHIP
WARS

Huawei's development of an advanced AI chip to rival Nvidia highlights China's push
to overcome US sanctions and compete in the global semiconductor market.

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TAX-FREE
TRANQUILITY

Nevada, with its favorable tax climate, is becoming an increasingly attractive destination for investors and high-net-worth individuals, especially those relocating from high-tax states like California. 

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​CONSIDER THIS SPECIALIZED IRA ANNUITY

A qualified longevity annuity contract defers
some RMDs and guarantees future lifetime income.

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PET INSURANCE CANCELLATIONS

Nationwide has announced a significant decision to cancel coverage for approximately 100,000 animals across the country, attributing this move to the rising costs of veterinary care.

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ASPEN
ALLURE

Investing in Aspen, Colorado real estate offers a unique opportunity to secure a luxury property in a high-demand market, renowned for its breathtaking natural beauty, vibrant cultural scene, and year-round recreational activities.

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AI REVOLUTIONIZING HOSPITALITY

Meet Jurny, the AI platform that is set to revolutionize hotel and short-term rental operations, targeting over $355 billion in inefficiencies.

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PARADISE
PAYDAY

Discover the top four lucrative Latin American real estate investments offering promising returns and a blend of idyllic lifestyles, meticulously curated to guide investors towards successful portfolio expansion.

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KEEPING YOUR CRYPTO SAFE

Amid a digital era where scams, rug pulls, and hacks have led to a staggering
$2 billion loss in 2023, affluent investors are urged to adopt stringent security measures to navigate safely through the volatile and precarious cryptocurrency market.

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GOLDEN
OPPORTUNITY

2700-2712 Highland Avenue, Manhattan Beach, California offers development opportunities for potential investors unparalleled in scale and scope.

Villa Giara

THE EXCEPTIONAL
VILLA GIARA

A Luxury Investment Opportunity in Piemonte, Italy's Picturesque Langa and Monferrato Region

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NEW NON-INVASIVE TREATMENTS

Invest in new non-invasive treatments with top Manhattan cosmetic dermatologist Dr. Bruce E. Katz.

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BOOMING WEIGHT-LOSS DRUG MARKET

The booming market for weight-loss drugs, like Eli Lilly's Zepbound, is impacting consumer spending patterns, with potential effects on sectors like grocery and snacks, as more Americans turn to these medications to manage obesity.

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THE RISE OF ORDINALS

The Ordinals phenomenon is reshaping the Bitcoin landscape, offering new opportunities for miners but also posing significant challenges in terms of blockchain efficiency and user experience.

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VISTA VALLEY VENTURE

Seize the opportunity to create a landmark business in this versatile Fountain Hills property, tapping into a wealthy community with potential for diverse ventures and expansion in a picturesque Arizona valley.

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FOSSIL FUEL
FRENZY

Oil Titans Secure Key Assets in
Anticipation of Future Demand.

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BONUS ANNUITIES
A GOOD DEAL?

Maximize your philanthropic impact this season by starting a private foundation.

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HIGH-FLYING
INVESTMENT

Carlin Bay's Private Airpark "Hangar Home" in North Idaho presents a Wealth of Development Potential.

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BONUS ANNUITIES
A GOOD DEAL?

The price of a “free lunch” is often ultimately too high.

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FRESH
FOUNDATIONS

Investing in multifamily real estate offers opportunities for passive income and portfolio diversification, but when it comes to choosing between newer and older buildings, newer constructions hold the upper hand.

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VALOR JETS
PREMIER 1A

​Get a Great Deal on this Under-Appreciated Light Jet with a mid-size cabin!

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PORTGUAL COURTS INTERNATIONAL TALENT

Stock option tax delay and ‘favorable’ rate to entice younger entrepreneurs to Portugal while allowing digital nomads to earn globally.

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VALUABLE OPPORTUNITIES

Empty Leg Flights Have Reshaped The Private Jet Experience.

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A TIME LIMIT CAN BE A GREAT SOLUTION

Period certain annuities can work very well in some situations.

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INFLATION
REDUCTION 

Will the tax on buybacks deter companies from buying back stock?

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 PHILANTHROPY AS A CALL TO ACTION

Strategic Philanthropy (SP) has increased in recent decades-- particularly among families who wish to leave behind a legacy.

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ALTERNATIVE
ENERGY

Leaders in sustainable power as clean-energy tech outpaces other sector investments.

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FIXED-RATE
ANNUITY

One annuity may pay more than twice as much as much as a similar one—comparison websites make shopping easy

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HOW TO:
BOOST YIELDS

Have lower-yielding or underperforming annuities or CDs? How to Boost Yields without paying surrender penalties. 

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CENTI-MILLIONAIRE

The Emergence of a New Class of Super-Rich

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PURSUING VISION

An undeveloped five-acre oceanfront lot in Waialua, Hawaii, provides a savvy buyer the opportunity to develop a spectacular estate with a sustainable future.

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RISING RATES

Rising rates threaten bond funds. Consider these alternatives. 

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THAT'S ODD

How a Simple Indicator Tells Us Where " Max Pain" Will Hit Next

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BOOMING SUNSHINE

Florida continues to be the top destination for foreign real estate buyers.

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PRIME OPPORTUNITY

The private Hawk Island and adjacent 9.9-acre lot in Lake of the Ozarks, Missouri, seeks a visionary to infuse new energy and capital.

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EMPTY  OFFICES

Turning office buildings into homes offers both an opportunity and a challenge for downtown business districts.

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TRIP TO THE DOCTOR

If it were up to me... I'd live forever. But I'll settle for something closer to reaching age 150.

Index Annuities

AN INDEXED ANNUITY

Three approaches to deciphering a valuable but sometimes complex annuity product.

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REMOVE WORRIES

An annuity can yield guaranteed lifetime income - a private pension that helps you sleep at night.

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AFRICAN LIONS

Ten years from now, everyone will be talking about “African Lions.” Investing in them now will lead to massive gains.

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DISRUPTERS

Invest in the Technologies That Will Shake the Motor Industry.

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TITANS RESOLUTIONS

Inspirational industry experts, including executives, best-selling authors and pro athletes, chime in on how to re-energize your resolutions...

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RETIREMENT & WOMAN

Challenges are Abound, but Women Can Create Their Own Pensions.

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PASSION FUELED

Market for Art-Caliber Antique Oriental Rugs Maturing.

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CRYPTOCURRENCY

BOND, a new cryptocurrency platform designed to introduce high net worth investors to digital currencies safely.

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TAX-FREE
TRAVEL TREAT

Experience ultimate luxury and financial savvy with Vimana Private Jets' new service, offering elite travelers seamless tax-free shopping on high-end UK purchases, ensuring unrivaled convenience and exclusive savings.

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PENSION OR
LUMP SUM?

Using the Latter to Buy an Annuity Can Offer More Income.

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GILDED
GROWTH

France's luxury real estate market shows remarkable resilience with rising prices and strong international demand, particularly in Paris and the Côte d'Azur, despite broader economic challenges.

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WALMART'S STRATEGIC SHIFT

As inflation continues to pinch the wallets of consumers, Walmart, America's largest grocer, is taking a bold step to attract a more affluent demographic with the introduction of its latest private-label grocery brand, Bettergoods.

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TUMULTUOUS
YEAR

Lululemon Faces Intensifying Competition as Athleisure Rivals Alo and Vuori Surge.

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ULTRA-LUXURY
LAND INVESTMENT

As a true land investor, your acumen in delving into each layer of analysis, while having the vision to see the potential in a parcel, will elevate you from a crowded arena to an esteemed echelon in the realm of land investment.

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AFFLUENCE
IN ACTION

The surge in cash purchases, now accounting for almost half of transactions in the luxury real estate market, underscores the significant influence of affluent buyers and reflects broader trends in wealth accumulation and investment strategies.

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PARAMOUNT'S LEADERSHIP SHAKEUP

As the entertainment industry continues to grapple with the rapid evolution of consumer viewing habits, Paramount, one of Hollywood's storied studios, finds itself at a critical juncture.

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SURF, SUN, AND
ROI

Portugal's surge in UK tourists and residents highlights a booming market for investors, particularly in real estate and hospitality.

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REDUCE FINANCIAL RISK IN 2024

2024 shaping up as a time to reduce financial risk, especially for people in or nearing retirement. 

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BOLD
STRATEGY

JPMorgan Chase's Strategic Investment
Move through Branch Expansion.

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ECO-LUXURY AND INVESTMENT

The unique investment opportunity at 9760 Simpson Canyon Rd in Oregon offers an unparalleled blend of sustainability, luxury, and potential for diverse income-generating ventures on over 500 acres of scenic land.

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LITHIUM
THE NEW FRONTIER

The Surge in Lithium Demand: A Technological Imperative.

MYGA

A LONG STORY

Today’s high interest rates suggest it’s smart to lock them up for the long term. Fixed-rate annuities can give you a high set rate for up to 10 years. Laddering annuities provides flexibility.

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HEARTLAND INVESTMENT

A landscape where the rustling of grasses in the wind harmonizes with agricultural ambitions and the spirit of outdoor adventure, the JM Ranch stands as an ideal choice for investors seeking both the tranquility of nature and the promise of economic growth.

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TREACHEROUS
WATERS AHEAD

Amid logistical challenges and potential  economic repercussions, 28 million Americans are set to resume student loan repayments, putting both borrowers and retailers on high alert.

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TOO HEAVY
IN STOCKS?

A recent analysis reveals that many older Americans are overly invested in stocks, but annuities provide a graceful solution, allowing them to reduce their exposure while earning favorable rates and benefiting from tax advantages.

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BAHAMAS
FINANCIAL FIESTA

Caerula Mar Club: A Pristine Beachfront Haven for Estate Planning in the Bahamas' Financial Paradise.

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INVESTING IN IDYLLIC HOMES ABROAD

Global Real Estate Scout, Ronan McMahon's compelling case for Investing in International Real Estate.

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UNLOCKING THE POWER
OF PURPOSE

Harnessing the “Why” behind meaningful philanthropy.

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WAITING FOR
FIXED ANNUITY RATES

Keeping too much in cash puts you behind,
and you may not catch up

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MAKE MONEY
ON THE BUY

$560B of Commercial Real Estate loans are maturing over the next 12 months, and the common story in the press recently is all about panic, using terms like “looming” and “crash.”

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ADVANCE SIX STEPS TO BUYING A SUPERYACHT

Purchasing a superyacht is a significant investment that requires careful planning and consideration.

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REINVENTING
CAPE COD

The selection of luxury estates on Cape Cod has the perfect advocate in Matt Leonard and Brian Pothier, whose team provides results and an impeccable level of customer service.

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ADVANCE
RESHORING

CEO’s are leaning in and including “onshoring, reshoring, and nearshoring” in corporate presentations to investors and shareholders.

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OPPORTUNITY
ZONES

Total investment in qualified opportunity funds (QOFs) tracked by the national accounting and consulting firm Novogradac surpassed $30 billion as of its semiannual report.

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PASSION
FUELED 

Market for Art-Caliber Antique Oriental Rugs Maturing

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CRYPTO
REAL ESTATE

Miami's Wolsen Real Estate's owner Denis Smykalov is taking full advantage of the current crypto-real estate wave.

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NEW IRS RULE FOR EARLY RETIREES

Fixed-annuity guarantees more income for penalty-free early withdrawals from retirement plans

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NEXT-GEN POWER

Solid-state batteries are making their way into production sooner than expected, and two well-known carmakers are tagging along for the ride.

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TAX TIPS

How to Get the Most from Overseas Real Estate.

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KEY DISRUPTIONS

Rocking the franchise space. 

 

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PLAN B NOW PLAN A

International entrepreneur, investor, and prolific traveler, James Hickman, advises clients on how a Plan B can enable them to fly above economic chaos.

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THE ELECTRIC RENTAL

Hertz buys $4B+ worth of Teslas in a significant bet on large-scale EV rentals.

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FIXED-RATE & BANK CDS

Each has distinct pros and cons; compare before investing

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EL SALVADOR

El Salvador is the first country to adopt bitcoin as a legal tender concept.

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CODE WARS

GitLab goes public at an $11B valuation to support the hybrid work economy.

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RARE COIN INVESTING

Amid escalating demand for alternative investments, expert cites 5 key ways to determine if the historical rare coin asset class ‘fits’ your personal needs.

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'WHAT IT TAKES'

Potent leadership is, in fact, often a primary driver of business innovation, development, and growth overall.

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INVESTING IN FILM

You’ve may not have been able to become the blockbuster actor you dreamed of as a child, but you still can break into the movie business – as an investor.

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GIVING STRATEGIES

Putting their money to work for good, a large percentage of HNWIs and UHNWs give to worthy causes...

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THE RUG PYRAMID (TM)

A practical guide to determining the right oriental rugs for you.

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GENETICS REVOLUTION

Investing For the head and Heart.

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NYC MEDALLIONS

NYC taxi medallions may not be on the top of your list of investments to add to your portfolio this year, but...

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VOLATILE MARKETS

By implementing some basic best practices, investors may be able to lose less sleep and enjoy a rewarding experience...

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