You are receiving this message because you have visited our site and requested to be contacted. If you no longer wish to be contacted, please use the removal link: REMOVE. | | | | The 32,481% Boom: First Disruption to $martphones in 15 Years🤳 | | | | | | Here’s a novel concept: Turn your phone from a cost to an income source. Intriguing idea, isn't it? That’s why we have our eyes on the launch of Mode’s Pre-IPO Offering. Mode saw 32,481% revenue growth from 2019 to 2022, ranking them the #1 overall software company, on this year's Deloitte 500 fastest-growing companies list. "EarnPhone," a budget smartphone, has helped consumers earn & save $325M+ | | | | | | Wealthy Investors Seize Stock Sell-Offs for Long-Term Gains | | | | Affluent investors are taking advantage of recent stock market sell-offs, using them as strategic opportunities for tax benefits and estate planning. Amid concerns over market volatility, they are shifting from public equities to private markets, prioritizing stability and growth over time.
Shifting from Public to Private Markets Many wealthy investors and family offices have been moving away from public markets for over a year, reducing their stock holdings. This is a strategic response to concerns about the overheated tech sector and the growing appeal of private equity. Recent surveys show that private equity now makes up the largest portion of family office portfolios, with an increasing preference for private investments over traditional equities.
Taking Advantage of Tax Loss Harvesting During periods of market decline, investors are employing tax-loss harvesting strategies. By selling stocks that have lost value, they can offset gains from other profitable investments and reduce their overall tax burden. This approach allows investors to re-enter the market later and regain positions in valuable stocks, all while maximizing tax benefits.
Estate Planning Benefits in a Down Market In addition to tax strategies, market downturns present significant opportunities for estate planning. Investors are gifting stocks at depressed values, transferring greater amounts to heirs under current tax exemptions. This tactic helps to pass wealth to the next generation more efficiently, with the potential for future appreciation adding further value to the transfer.
Corporate Executives Hedge Against Volatility For corporate founders and top executives whose wealth is tied up in company stocks, market declines highlight the importance of sophisticated financial strategies. Tools like variable prepaid forwards and collaring structures are being used to hedge against large stock price drops, providing protection while maintaining long-term positions.
The Appeal of Private Companies and Direct Deals As stock market volatility persists, family offices continue to favor private equity and direct investments. They view private companies as more stable, with the potential for long-term growth and greater control over management. Many larger family offices, managing billions in assets, are deploying capital into companies they can hold for generations, following a model similar to that of Warren Buffett. | | | | Tired of overpriced phone plans that charge you for what you don’t need? | | | | | | With Tello Mobile, you can say goodbye to overpriced contracts and hello to freedom. Their flexible, affordable options start as low as $5 and go up to $25/month for Unlimited Everything, allowing you to customize each plan to suit your family's exact requirements. Whether you're looking for reliable 4G LTE/5G coverage, Wi-Fi calling, free international calls to 60+ countries, or unlimited texts, Tello has you covered. And with no contracts or hidden fees, you'll enjoy peace of mind knowing that you're getting exactly what you pay for. Bring your own phone or explore our selection of devices to find the perfect fit for you. Stop settling for expensive plans that charge you for what you don’t need – create your perfect plan with Tello Mobile today and start saving. | | | | | | Effortless Passive Income Strategies to Earn $500 a Day | | | | Growing wealth doesn't have to be hard work. By leveraging passive income opportunities, it’s possible to generate consistent revenue streams with minimal effort. Below are some of the most effective ways to earn up to $500 a day, transforming your bank account without constant hands-on effort.
Digital Products: Create Once, Sell Forever The internet offers endless possibilities for passive income, especially with digital products. Whether it’s an online course, app, template, or website, digital creations require effort only once but can be sold indefinitely. Platforms like Shopify and Squarespace make it easier than ever to market and sell these products, allowing entrepreneurs to scale their sales with ease.
Smart Stock Market Investing While the stock market carries inherent risks, diversification through index funds offers a safer approach. Instead of betting on individual stocks, which can fluctuate wildly, index funds spread investments across multiple companies. A popular example is the S&P 500, which tracks the top 500 companies. This diversification provides stability, ensuring that losses in one area can be balanced by gains in another.
Royalties: Get Paid Over and Over Again Royalties provide a recurring revenue stream, where creators earn every time someone uses their product. This can include anything from eBooks to stock photography, digital art, music, or courses. To maximize success, focus on creating valuable content that stands out from the competition. Early promotion through social media, such as offering free samples to targeted groups, can help build anticipation and ensure strong initial sales.
Ideas for Earning Royalties Self-publish books or eBooks Create digital artwork or stock photos Release original music or develop apps and games Sell unique merchandise or educational courses Launch a successful YouTube channel and monetize through ads and sponsorships
Cryptocurrency Staking: High-Yield Passive Income Cryptocurrency staking is a newer way to generate passive income by supporting blockchain networks. By staking coins, investors can earn interest rates ranging from 5% to over 100%, depending on the cryptocurrency. While the coins are locked for a set period, ownership is retained, making it an attractive option for those looking to capitalize on the growing blockchain economy. Keep in mind that regulations may vary depending on location. | | | | | | | | | | | Unlock Tax Savings with This Overlooked Retirement Strategy | | | | An often-overlooked retirement savings option for married couples can significantly lower your tax bill. Known as the spousal IRA, this option allows a non-working spouse to contribute to either a traditional or Roth IRA, providing tax breaks and long-term retirement savings benefits.
What Is a Spousal IRA? A spousal IRA is a separate retirement account for a non-working spouse, funded by the working spouse’s earned income. This strategy is often missed by many, despite the substantial tax advantages it can provide. Both traditional and Roth IRAs are available, with traditional IRAs potentially offering immediate tax savings.
Deadlines and Contributions Couples who file jointly have until the federal tax deadline—April 15 for most taxpayers—to make IRA contributions for the prior year. For 2023, the annual contribution limit is $6,500, or $7,500 for those aged 50 and older. This increases to $7,000 in 2024, with an additional $1,000 for older investors.
How It Lowers Your Tax Bill Traditional pretax spousal IRA contributions can reduce taxable income for the year, depending on the household’s income and participation in workplace retirement plans. Even smaller contributions, such as $500 or $1,000, can provide meaningful tax savings while boosting long-term retirement funds.
Maximizing Benefits The spousal IRA is particularly advantageous for single-income households. As many non-working spouses don’t take advantage of this, it’s a simple and effective strategy to save on taxes and grow retirement savings. | | | | Bezos Family Office Bets Big on AI Investments | | | | The family office of Jeff Bezos, known as Bezos Expeditions, has made significant strides in artificial intelligence (AI) investments this year. As tech remains a core focus of Bezos’ portfolio, AI has emerged as the dominant investment category, with Bezos joining the growing trend among high-net-worth investors and family offices.
Tech and AI Dominate Bezos’ Investments According to data from FINTRX, all of the investments made by Bezos Expeditions this year have been in AI, totaling over $1 billion in funding rounds. This continues a long-standing emphasis on technology, with 70% of the family office’s investments focused on tech. Bezos has strategically positioned himself within the AI boom, participating in major funding rounds for various companies.
Key AI Investments in 2024 In January, Bezos Expeditions joined the $73.6 million Series B funding round of Perplexity AI, an AI-powered search engine. By April, it participated in a $63 million follow-on round, with the company’s valuation doubling to between $2.5 billion and $3 billion.
In February, Bezos invested in Figure AI, a humanoid-robot company that also has backing from Nvidia and Microsoft. The round totaled $675 million, marking another major move into the AI-driven robotics space. More recently, in July, Bezos took part in the $300 million Series A funding round of Skild AI, a company focused on AI systems for machines and robotics.
AI Now a Favorite Among Family Offices The focus on AI is not unique to Bezos. The UBS Global Family Office Report reveals that AI is now the top investment category for family offices, with 78% planning to invest in AI within the next two to three years. This places AI as the most favored sector for high-net-worth investors, signaling a significant shift toward the future of technology.
Amazon’s Investment in AI Bezos’ interest in AI aligns with Amazon’s own massive investments in the field. The company plans to invest over $100 billion in data centers over the next decade and recently put $4 billion into Anthropic, an AI safety and research firm. Bezos himself is preparing to increase his liquidity, with stock sales planned to generate more capital, likely earmarked for further AI investments. | | | | Shelter Island’s $15.5M Waterfront Marvel: A New Standard in Luxury Living | | | | Shelter Island, a peaceful retreat in New York, may soon see its highest-ever real estate sale, with a modern estate on Little Ram Island listed for $15.495 million. Positioned as the second most expensive property on the island, it is poised to break records for single-family homes in this exclusive enclave.
A Masterpiece of Modern Design Nestled on two acres of pristine waterfront, this expansive estate overlooks the serene Coecles Harbor. The home’s architecture, a U-shaped design of clean, modern lines, draws inspiration from the International style but incorporates warm, natural elements. Horizontal wood cladding on the exterior complements the sleek interior, where wood flooring, window trims, and custom cabinetry create an inviting atmosphere.
A Spacious and Private Retreat The 8,800-square-foot residence spans three floors, offering eight bedrooms and nine bathrooms, with a powder room for guests. The bedrooms are carefully arranged in pairs across the home’s wings to ensure privacy for its occupants. At the heart of the property lies a grand double-height living room featuring a wood-paneled accent wall and a raised hearth fireplace. Floor-to-ceiling glass walls offer stunning views of the pool and the harbor beyond.
Seamless Indoor-Outdoor Living A spacious chef’s kitchen and adjoining fireside dining area open directly to a poolside loggia, seamlessly blending indoor and outdoor living spaces. On the opposite side of the living room, a cozy den with built-in cabinetry and a bar offers an ideal spot for more intimate gatherings.
Ultimate Luxury in the Primary Suite The upper-level primary suite provides a private sanctuary with a fireplace, breathtaking water views, and an expansive bath. Meanwhile, the lower level of the home is dedicated to leisure and fitness, with a mirrored gym and a children’s lounge complete with a pool table for entertainment.
Exquisite Outdoor Spaces The estate’s meticulously landscaped grounds, designed by a renowned landscape architect, offer a blend of lush lawns, stone terraces, shaded alcoves, and sunlit spaces. The outdoor amenities include an infinity pool, spa, outdoor kitchen, and a slender dock extending into the harbor for watercraft adventures.
A Record-Breaking Opportunity Listed with Sotheby’s International Realty, this estate is expected to surpass Shelter Island’s previous record of $13 million, set last year by another waterfront property. This unique offering presents not just a luxurious lifestyle, but also the opportunity to own a piece of history in one of New York’s most coveted locations. | | |
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