Bitcoin Rebound Fuels Renewed Interest in Crypto Investing
Some financial planners are recommending clients buy the largest cryptocurrency — in moderation.
Source: wealthmanagement.com
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Spot bitcoin ETF inches ahead with SEC's court loss
The SEC’s loss in court means that it must go back and review Grayscale’s spot bitcoin ETF application – but don’t expect products soon.
Source: investmentnews.com
Millennials are worried about their parents' retirement, too
Nearly 70% of millennials worry that their parents may not have enough money to live comfortably in retirement.
Source: aol.com
Mastering Effective Listening
Clients who think their advisor really hears what they’re saying tend to stick around for longer.
Source: wealthmanagement.com
CFP Board names 15 to Competency Standards Commission
The panel plans to take through 2024 to complete its 'everything's-on-the-table' review of experience, education and exam standards.
Source: financial-planning.com
This 1 Simple Step Can Help You Increase Your Charitable Giving
It’s good to give what you can to charities and causes you care about. But making charitable donations part of your overall budget can boost your impact.
Source: nbclosangeles.com
Single-Stock ETFs Are 'Way Too Risky for 99% of Investors,' Advisor Says. What to Know Before Adding One to Your Portfolio – NBC10 Philadelphia
If you’re chasing quick returns, single-stock exchange-traded funds allow leveraged bets on individual assets. Here’s what to know before buying.
Source: nbcphiladelphia.com