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“If you’re a homeowner, then you can pay a little extra on your mortgage,” suggested Brian Rellihan, CFP®, MBA, EA, Senior Financial Advisor with Wise Wealth Partners.
-GOBankingRates 3/18/2022
Software analysis of your financials based upon your needs, not ours. We look at your income, gifting, legacy, and savings goals to target a plan specific to you.
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Tax laws have resulted in higher expenses for many and may significantly impact an individuals overall investment performance. Consider tax efficient investment vehicles and techniques.
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Are your "advisors" discussing tax? Many large brokerage firms prohibit the discussion of taxation, much less the impact and coordination with clients planning assets.
Certified Financial Planners™ are there to help individuals with managing their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, education, and so on. The most important aspect of a CFP® is to be a fiduciary of your assets, meaning that they will make decisions with your best interests in mind.
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TOPICAL ARTICLE
How bitcoin may impact your portfolio
Evaluating bitcoin's ptoential benefits and risks.
Posted: Nov 8th, 2024 Fidelity Viewpoints
Methodology: Used returns for stocks, bonds, and bitcoin from January 1, 2018–March 31, 2024. Calculated historical variance (a measure of risk, or standard deviation) and a covariance matrix. Each line represents different portfolios of stocks and bonds and weights of bitcoin from 0% to 10%. The yellow line adds bitcoin to the stock portion, while the green line adds bitcoin equally to the stock and bond portions. The blue line adds bitcoin to the bond portion. Utilized returns for stocks, bonds, and bitcoin (the S&P 500, Bloomberg U.S. Aggregate Bond Index, and monthly bitcoin pricing from Bloomberg Finance LLC). Past performance is no guarantee of future results. Sources: Fidelity Investments, Bloomberg Finance LP
Key Takeaways
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Investors may be interested in adding bitcoin to their portfolio for several purposes, including seeking enhanced returns, increasing diversification, and hedging against inflation.
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To test whether bitcoin could offer these benefits, Fidelity compared bitcoin's historical data to that of stocks, bonds, and gold in various contexts.
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According to the findings, investing in bitcoin might enhance returns and may offer diversification benefits. So far, however, equities have performed better when inflation is rising.
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Crypto is highly volatile, and may be more susceptible to market manipulation than securities. Crypto holders do not benefit from the same regulatory protections applicable to registered securities, and the future regulatory environment for crypto is currently uncertain. Crypto is also not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation, meaning you should only buy crypto with an amount you're willing to lose