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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#
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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#
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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#
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actually im a great financial advisor for myself so i could be an even better one for u just trust me ^_^
Lazard bids to replace Centerview as Venezuela financial advisor, Bloomberg News reports
New FSD feature coming out where the car drives you to a financial advisor and doesn’t leave the parking lot until you go in and diversify your portfolio.
Future shares another teaser for his new album 'The Real Me' 🦅 "When you first make your first million dollars, you supposed to have a f*cking mentor, you damn near supposed to have a psychiatrist, you're supposed to have a financial advisor..."
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Craziest chart in Bitcoin: look at the aggressiveness of the time to long term holder supply being in loss in 2026 versus other bear markets. 7.5 million Bitcoin are underwater right now. Long-term holders, sitting in the red on a record number of coins. Here's the part your financial advisor won't mention... this is what the bottom looks like. Every time. 2015, 2018, 2022 - each cycle low was carved at the exact moment a third of the entire supply went into loss and the people who bought the top finally gave up believing. The metric spikes because the marginal seller is running out of coins to sell. It's the sound of weak hands quietly transferring their Bitcoin to patient ones, right on schedule, for the fourth time. We're sitting at 37% of supply in loss - the same neighborhood that ended every prior bear market.
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