Wealth Blog Post

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Permission to Invest in Dogecoin
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Wealth Blog Post

The Future of Money

Jim Mosquera November 30, 2021

The Future of Money The title may seem deceptive.  Money has been and always will be, right?  While different things represented money historically, including feathers and seashells, we understand money as green pieces of paper or metallic discs.  Money is also a rectangular plastic card in our wallet.  Most of [...]
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Wealth Blog Post

Should You Rebalance Your Portfolio? The Basics of Target-Band Rebalancing

Justin Goodbread November 28, 2021

Should You Rebalance Your Portfolio? The Basics of Target-Band Rebalancing It’s a term you’ve probably heard before, but should you rebalance your portfolio? Famous economist, John Maynard Keynes, once said, “The market can remain irrational longer than you can remain solvent.” Basically, what he’s saying is that we don’t know [...]
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Wealth Blog Post

How to File Crypto Taxes

Toby Mathis November 28, 2021

How to File Crypto Taxes Alas, death and taxes are also certainties in the world of cryptocurrency. Hopefully your crypto portfolio doesn’t contain any coins that died, but in certain situations, you will still have to pay taxes on digital currencies like Bitcoin, Ethereum, and Dogecoin. How to File Crypto Taxes Calculate taxes on Cryptocurrency Fill [...]