How are financial advisors feeling about Bitcoin these days? In years past, many have expressed deep skepticism, citing price volatility, regulatory uncertainties, and even cryptocurrencies’ use in criminal activities. While plenty of doubts remain, the landscape has changed. In January, the Securities and Exchange Commission approved 11 spot Bitcoin ETFs. Two of the biggest, BlackRock’s
Yet another patriotic film about ‘Tiranga’ in your hearts? Shouldn’t a cliche like ‘Good Indian Soldier Tackles Pakistani Baddies’ be laid to rest already? But what if Amazon Prime Video and Dharma Productions bring you an oglefest? Ronit Roy is Major Surender Katyal who inspires his son to respect the soldier’s uniform, and the little
Some tax professionals are bracing for more crypto scrutiny as the IRS beefs up digital asset service, reporting, compliance and enforcement programs. Experts cover how to answer the “digital assets” question on your return, calculate crypto taxes and handle reporting. When you trade digital currency or sell it at a profit, it may be subject
Figuring out how much you can safely spend each year is an especially fraught question for retirees worried about outliving their savings. Life span and health status are variables no one can plan for. Despite saving consistently and investing diligently over a lifetime, retiring into a market downturn or unexpectedly needing expensive medical treatment can
The new crop of exchange-traded funds offering direct exposure to Bitcoin may have accumulated billions in new assets in the two months since they hit the market, but experts say that’s not because advisors have suddenly jumped on the crypto bandwagon. Most advisors aren’t permitted to talk to clients about the so-called spot Bitcoin funds,
Many advisors are turning away from mutual funds in favor of exchange-traded funds and separately managed accounts to build client portfolios. But not Jeff Leonard, founder and managing partner of Leonard & Martens, a 25-year-old Anchorage, Alaska, practice under the Raymond James umbrella with $1.2 billion in assets under management. Leonard has tried SMAs and
Assumable mortgages, or home loans that pass on their mortgage rate from a home seller to a buyer, are considered an attractive option these days: They effectively allow buyers to inherit a far lower interest rate at a time when mortgage rates are higher than 7%. And while these loans are relatively hard to find
Living a healthy lifestyle in a holistic sense has become one of the defining traits of our times. Interestingly, this idea is not just restricted to the ways we live. The idea has found huge acceptance even in the world of investments. Today, from sustainable living we are following the trend of sustainable investing. Sustainable
William H “Bill” Gross stands out as a notable figure in the financial world, recognized for his accomplishments in the field of bond investments. He played a pivotal role in the establishment of Pacific Investment Management Company (PIMCO), a leading global investment firm with a focus on fixed-income investments. Given the moniker “Bond King”, Gross
These mutual-fund and ETF investing tips can give your portfolio new momentum
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