Where is AI making the biggest difference in your practice today, and where do you want it to do more? Stay tuned for the latest updates on advisor practice management. #FinancialAdvisors# #AI# #Investing#

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#

What is the value of incorporating tax management into your advisory practice? A tax-aware approach is an important component of total returns and may help clients pursue their financial goals that matter most. Explore the tax strategies advisors are using to help clients keep more of their portfolios working toward long-term goals. See the strategies advisors are putting into practice → #FinancialAdvisors# #Tax# #Investing#

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 "

Bitcoin Maxi vs 10 financial advisors Help me out: I’ve been invited to debate 10 advisors, I get to choose the Bitcoiners points to defend What are the points most advisors, miss, don’t get or misunderstand about Bitcoin?

In today's Early Look: "Hedgeye For Financial Advisors" Everyone in financial services should be either terrified of AI or excited about it. AI still can't hedge macro market risks or #GoAnywherethe# way we do with our hard-earned capital, but it's better than your grandfather's 60/40 portfolio. That's not a compliment to AI. That's an indictment of the 60/40.