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Wealth Management Morning Memo

JULY 13, 2021

EQUITIES

The Top Stock Picks of 12 Billionaire Investors

WealthManagement.com Staff

In this time of economic uncertainty, what securities are the likes of George Soros and Warren Buffett betting on?

FULL ARTICLE

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HIGH NET WORTH

Assessing the Tax Implications of Bitcoin

Dana D’Auria

The IRS means business.

FULL ARTICLE

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How Different Generations Define Retirement

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Individuals touched on the aging process, fun and freedom, and a little stress.

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REAL ESTATE

REITs Pass Midyear Point Up More than 20%

David Bodamer

Self-storage REITs led the way through the first six months of 2021, but retail, residential and industrial REITs also posted strong numbers.

FULL ARTICLE

ETFS

Space Investors Need More Than Branson’s Trip to Boost Limp ETFs

Claire Ballentine and Kamaron Leach

Exchange-traded funds tracking the space industry have faced net outflows for the past two months in a row.

FULL ARTICLE