by Trent Dudenhoeffer | Aug 23, 2022 | Blog
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...
by Trent Dudenhoeffer | Aug 9, 2022 | Blog
“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...
by Trent Dudenhoeffer | Aug 2, 2022 | Blog
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...
by Trent Dudenhoeffer | Jul 26, 2022 | Blog
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...
by Watchdog Capital | Apr 12, 2022 | Blog
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...
by Allison Reichel | Aug 25, 2021 | Blog
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...