In this episode, Marc Nichols is joined by Byron Gilliam, Market Strategist at Blockworks. The two discuss Blockworks, their mission, and history as well as what we can learn & unlearn from TradFI into Crypto. Blockworks Permissionless Event LISTEN Don’t forget to listen to last week’s episode: Crypto Consulting: About Arbor Digital Arbor Digital is […]
Translating Crypto with Byron Gilliam Read More »
In this episode, Marc Nichols is joined by Michelle Noyes, Managing Director at AIMA, the Alternative Investment Management Association. Michelle shares her background and her own crypto story – both personal and professional – and she and Marc discuss AIMA and its mission. They also dive into the topic of women in crypto and the
AIMA’s Dive into Digital Assets with Michelle Noyes Read More »
In this episode, host Marc Nichols is joined by guest Matthew McClintock, Founder of Evergreen Legacy Planning. Matt shares his personal journey into crypto, and he and Marc discuss common legacy planning strategies that are a good fit for digital assets. Matt also shares the common mistakes he sees, and how to avoid them. LISTEN
Crypto Happy Hour with Matthew McClintock Read More »
This episode features host Marc Nichols and guest Jerald David, president at Arca, discussing the Blockchain Transferred Fund. Jerald shares the mission of Arca and Arca Labs, and he explains what you need to know about the Blockchain Transferred Fund and the evolution of the pooled investment fund. He and Marc discuss the features and
Blockchain Transferred Fund with Jerald David Read More »
In this special edition, episode Marc Nichols goes solo to discuss stablecoins, why they’re important… and what’s next. Marc provides a high-level dive into specifically Terra (LUNA) and UST and discusses the major recent collapse. Marc continues to discuss risk management regardless of whether investing in digital or traditional markets. Gemini Cryptopedia: What is
Terra LUNA, UST, and Crypto Markets Read More »
What’s Happening Now in Digital Assets That Requires Estate Planning? Host Marc Nichols speaks with Sara Adami-Johnson, attorney and senior wealth planning consultant at BMO Private Wealth in British Columbia, Canada. They dig into the relatively new topic of digital asset estate planning, and why it’s becoming necessary. Sara shares three considerations when managing digital
Digital Asset Estate Planning Read More »
Providing Clarity on the Crypto Tax Landscape and Mistakes to Avoid Marc Nichols is joined by Jordan Bass, a CPA and tax attorney specializing in crypto, for an informative discussion about the current crypto tax landscape. Jordan discusses the services provided by both his companies, Bass Law and Taxing Cryptocurrency, and he and Marc provide
Crypto Taxes: What You Need To Know Read More »
We introduced the nexus between blockchain technology and impact investing in our last article for advisors . And, we promised we would dive further into impact tokens. Specifically, we want to share five criteria for assessment, since it’s critically important for you and your clients to do your due diligence in this space. As a
Impact Tokens: How Impact Investors Can Assess Their Quality Read More »
Financial Advisors: Here’s Our Recommended One-Year Education Plan In this third installment of the crypto education series, Marc is joined once again by Matt Kolesky, President at Arbor Capital & Director at Arbor Digital. They provide a comparative analysis of the DACFP and the CDAA, plus share other education resources that offer extreme value to
Your One-Year Crypto Education Plan Read More »
The Value and Benefits of the CDAA Certificate Program Our host Marc Nichols is joined again by the President at Arbor Capital & Director at Arbor Digital, Matt Kolesky for the 2nd part of the 3 part crypto education series. In this episode, Marc and Matt discuss and review The Certified Digital Asset Advisor certificate
Crypto Education Series: CDAA Designation Program Review Read More »
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