The purpose of the Crypto in Your Life newsletter is to demonstrate how crypto can be used in your life, just like regular investments. We want to show you how to think about traditional personal finance strategies in a digital environment: diversifying out of a concentrated $SHIB position to provide lifelong wealth, risks of being concentrated, being aware of taxes, how advisors can help, etc. This newsletter will curate insights to help you make sense of crypto.
From Certified Digital
By Treyton DeVore
Entering the world of crypto can feel overwhelming.
There are thousands of coins and tokens to invest in and choose from - and figuring out how to actually buy them is a challenge in itself.
Nonetheless, crypto has been the hottest asset class in recent times and there’s real money being made.
Monthly Resources
What Is a Crypto IRA and Why Invest in Crypto with an IRA?
Given crypto’s historical upward trajectory and the tax advantages of IRAs, crypto IRAs are gaining popularity. Here, we answer the question, “What is a crypto IRA?”
Cryptocurrency and IRAs have been in the news a lot lately. From Coinbase’s public market debut to Bitcoin’s explosive growth, it’s already been a big year for crypto.
Given crypto’s historically upward, albeit volatile, trajectory—and the obvious tax advantages of individual retirement accounts (IRAs)—it’s not surprising that savvy investors are connecting the dots and asking, “Can you buy crypto in an IRA?”
Crypto for Planners Podcast
Crypto is impacting every aspect of your financial planning practice, and you need to be prepared. We cover how RIAs are implementing digital assets into their businesses, discuss how planners are introducing crypto to their clients, and cover the latest developments in blockchain that will impact your future as a financial planner.
Managing Crypto Through a Bear Market with HeightZero: Sean Waters & A.J. Nary with Justin Pullaro