Bitcoin and Fixed Income
A client may still have a need for “fixed income” in the most literal definition – Low risk yield. Fortunately for us bitcoiners there are many other smart, driven, and enterprising bitcoiners that understand this problem and are doing something to address it.
Bitcoin as Bond Insurance
By understanding Bitcoin’s historical performance, weighing its potential impact on your portfolio, and staying aware of regulatory and tax considerations, you can make an informed decision about whether this digital asset fits into your financial plan.
The Pros Not Understanding Bitcoin Is a Good Thing for Us
While bitcoin is in common parlance now in market commentary, politics, and internet culture, few understand what could be an idea hiding in plain sight. This is good news for us, as herein lies the opportunity.
Framework to Assess Bitcoin Allocation
If you read posts from laser-eyed bitcoiners on Twitter you will conclude that the only logical allocation is 100% bitcoin. Sit down with a slacks-and-blazer-wearing financial advisor and you will be barked at that owning any bitcoin beyond 0% is simply you giving into a beanie baby-like craze (maybe they will tell you to buy 1% of your portfolio simply so you will stop asking them about it). Ask your neighbor and they will regurgitate what they heard in the news, what they read on twitter, or what their slacks-and-blazer-wearing financial advisor told them. So, what is the correct answer?
SPOT BITCOIN ETF: WHAT IS IT & IS IT RIGHT FOR YOU?
In this article, we dig into the detail to cover several questions and comments that have been coming up. The goal is to arm you with a depth of resources that you can come back to and, ultimately, establish a framework that may help you assess whether a spot bitcoin ETF is right for you. The first section provides an overview of a regular ETF and a spot bitcoin ETF. The second section reviews the costs and risks for a bitcoin ETF and a bitcoin bought outright. The final section provides a decision tree.
Bitcoin Self Custody 101
The intention of this article is to explain what bitcoin self custody is, why you may consider self custodying your bitcoin, and the most critical items you should consider when implementing self custody.
Does Bitcoin Make Retirement Planning Obsolete?
For retirement planning with bitcoin, traditional methodologies face a paradigm shift due to the unique characteristics of the asset.
Bitcoin’s Place in the Evolving Financial Landscape
Bitcoin’s journey is emblematic of the broader evolution of money and finance. It presents a fascinating case study of technology’s ability to disrupt established systems, and whether one chooses to invest in Bitcoin or not, its impact on the future of finance is undeniable. For my clients and colleagues, I recommend a posture of informed curiosity, open-mindedness, and cautious engagement with this emerging asset class.
Privacy on Bitcoin
The unfortunate reality of this privacy, however, is that most people that are using bitcoin, do not have it. When you sign up for an account on an exchange to buy bitcoin, you give the exchange all of your personal information, this process is called KYC or Know Your Customer.
Bitcoin’s ESG Benefits for a Sustainable Future
Despite its initial critics, Bitcoin is continuing to establish itself as a transformative force with significant environmental, social, and governance benefits.