Bitcoin’s role in portfolios is evolving, and it could be considered a complementary diversifier. We believe a modest allocation (typically ~1–2%) could impact return potential in a portfolio while maintaining appropriate risk tolerance. Hear more from Michael Gates on how bitcoin’s unique properties may complement traditional portfolios ⏩ #FinancialAdvisors# #Cryptocurrency# #Bitcoin#

financial advisors : " it's important to counter-balance the risk in your portfolio " me : " actually 97% of my portfolio is emerging market stocks whose performance is entirely conditional on the US and Iran moving closer to a peace deal in the next 12 hours "

Models can help advisors spend less time managing portfolios and more time focused on client goals and scaling their practice. Explore how advisors are putting models to work ⏩ #financialadvisor# #investing# #modelportfolio#

IPO outcomes can be shaped long before the liquidity event. We share three key questions advisors can ask to help clients think through concentration, taxes, liquidity, and pre-IPO opportunities. Learn more about IPOs ⏩ #IPO# #investing# #financialadvisor#