Miami Bitcoin Conference 2022 Recap
In the season finale of the television show The Office, Andrew Bernard remarks, “I wish there was a way to know you’re in the good ole days before you’ve actually left them.” I have a feeling I’m in the good ole days right now. And I’m cherishing every minute. Leaving...
Bitcoin focused Brokerage Watchdog Capital Expands Beta Account Onboarding to all US Investors
SEC registered broker dealer, Watchdog Capital has expanded its beta account onboarding to investors in all 50 US states and three territories.
Businesses Build back Better with the Help of Exempt Offerings Reforms
In late 2020, the SEC began reforms on its exempt offering framework. Recent changes to exempt offerings include increasing Tier 2 of Regulation A to $75 million from $50 million, and increasing Regulation Crowdfunding from $1.07 million to $5 million. Throughout the...
Bitcoin FAQs For Novices: Four Questions Help You Better Understand Bitcoin
There are plenty of misconceptions that exist with Bitcoin today, even with it sticking around for more than 14 years now. Many people are still trying to understand the basics of Bitcoin and its implications on the global financial system. I’ll tell you from...
Create a Budget You Will Actually Follow in Five Steps
Creating a budget is an essential step towards financial stability and success. Budgets help you manage your money more effectively and reduce your debts. But most importantly, they clear the path to your financial goals by illuminating what’s really important to you....
What Type of Financial Advisor Fee Structure is Best for You?
There is a common misconception among many that you cannot seek a financial advisor’s advice without having substantial assets. This is not true. Some advisors may require a minimum amount of investable assets to work with them, sure. But many don’t today, and many...
Series I Bonds: A Suitable Investment in Your Financial Plan?
My friends like to ask me for advice on their investments and “check their temperature” on what to do. These conversations have changed DRASTICALLY in just a short year. I was reading the most insane text messages in 2021. “Should I buy Ethereum, move it to Uniswap,...
Tokenized Securities Usher in the Long Tail of Finance
The title of this post was used by Bruce Fenton during his Securities Tokens series of YouTube videos, found here. Mr. Fenton equates the act of tokenizing securities to becoming the “internet of stocks.” “Tokenizing” an equity – or any asset, for that matter – would...
Five Examples to Remind You of Bitcoin’s Important Utility
Believe it or not, bitcoin is money. This may be a hard sell to many of us in the Western world, specifically here in the United States. I get it. The dollar is the reserve currency of the world. Yes, there is inflation, but it’s not that bad, despite today’s...
Bitcoin-Related Investments as Asymmetric Bets in Your Portfolio
Everyone wants to find the next Amazon or the Apple. The kind of investment that can change your life and contain an almost unbelievable amount of upside. That is, if the holder can HODL. Let’s talk about Bitcoin as an asymmetric bet. The State of Bitcoin Today...
Create Your Simple Estate Plan
“Why do today what you can put off to tomorrow?” -Benjamin Franklin Actually… I may have something mixed up there. This same type of thinking is how many treat their estate planning. No one plans on dying tomorrow. Not only that, but it’s uncomfortable to put yourself...
Do Financial Advisors Recommend Bitcoin to Their Clients?
Today’s post will center around a recent study from Cerulli Associates. Cerulli conducted some fantastic research into cryptocurrency as an investment and how financial advisors are (or are not) utilizing it in client portfolios. Background It’s tough to have a...
Five Financial Boxes to Check When Beginning Your Career
Photo by micheile dot com on Unsplash. You just graduated from school and accepted your first job in the real world. Congratulations! This is a massive accomplishment and likely something you have been dedicating years to achieve. What you do next can mean a world of...