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Latest from Adam Blumberg
What Advisors Can Do During a Bear Market
A drop in crypto prices doesn’t mean the new financial ecosystem they represent isn’t moving forward. Here’s what you can do with your practice in the meantime.
Lessons I’ve Learned About Crypto as an Advisor
Lessons from my personal journey into crypto, and how you can apply them to your own practice.
The Three Types of Crypto Investors
Advisors should know the different types of clients they’ll encounter who might want to invest in crypto and understand their particular goals and needs.
Revolution, Macro and Micro: Three Ways to Look at a Bitcoin Investment
Understanding the three main investment theses of bitcoin will help you not only allocate to it for clients but also parse through cryptocurrency news, analysis and commentary.
Advice You’ve Never Had to Consider Before
When it comes to crypto, you’ll need to be knowledgeable about new, complex topics to be a more useful and valuable advisor to clients.
Important Conversations to Have About Crypto With Clients
Whether you’re advising on crypto, managing digital asset portfolios or just starting down this journey, the most important part for now will be the new conversations you’ll need to have.
Why Are Digital Assets Different?
In the journey to decide if you should even learn about digital assets and then how to make the asset class part of your practice, one of the first questions you might ask is what makes them so different.
Why Crypto Is the Next Big Trend in Financial Planning
If the robo-advising trend taught advisers anything, it's that millennial and Gen X investors will invest how they want. And right now, they want crypto.
