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How to Gain Clarity Around a Possible Crypto Investment

Calculating What You Can Afford to Invest in Cryptocurrencies

If you pay attention to financial news, you probably know that Bitcoin is the largest cryptocurrency by market value. You probably also know that it made waves recently by reaching a new record of over $68,000 in early November. What’s more, the second-largest cryptocurrency, Ether, also hit an all-time high of over $4,857. These are …

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Add Value by Offering Crypto to Clients

Add Value by Offering Crypto to Clients: Part 1 – Where to Begin

This is part one of a four-part series designed to walk financial advisors through the process of adding value to their clients by offering exposure to cryptocurrency. Your clients work with you because you’ve earned their trust, and because you add value to their financial planning in many ways. With the growing interest in cryptocurrencies

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Asset (r)Evolution Roundtable

WATCH: Asset (r)Evolution Roundtable Volume 1

The emerging digital asset class is no longer on the fringe. Whet your appetite for more knowledge at this flagship event. We are going to cover and uncover crypto-myths, the different types of digital assets that you can invest in, how we help our clients incorporate digital assets into their portfolios, and whether or not …

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Matt Kolesky on Crypto for Planners Podcast

The Intersection of the Financial Advisory & Digital Asset Spaces

PODCAST: Crypto for Planners sits down with Matt Kolesky Matthew Kolesky joins hosts Steve and Justin for an in-depth discussion on the intersection of the financial advisory and digital asset spaces. They cover how more regulatory clarity can improve advisors’ relationships with crypto, what may happen next with the innovative technology in the financial space, …

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crypto terms, crypto terminology, common crypto terms

What Do These Crypto Glossary Terms Mean?

Common Crypto Terms You Need to Know Term Definition Atomic Transaction A computer science term used to indicate multiple transactions that are dependent on a mathematical concept of “completeness.” If all proposed transactions can not occur at once, then all transactions will fail. In this sense an atomic transaction is also “indivisible,” either all transactions …

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cryptocurrency questions and answers

How to Answer Your Clients’ Common Questions About Cryptocurrency

Cryptocurrency is all over the news these days, especially Bitcoin. With some commentators likening it to the Gold Rush, there is considerable interest in the emerging asset class of digital assets, and in cryptocurrency in particular. As a financial advisor, you’re likely getting more and more questions from clients who wonder whether it’s time to …

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