by Ana Trujillo Limón
Even if you think cryptocurrencies are a fad that’s best avoided, it’s a good idea to know a few basics about cryptocurrencies and the technology behind them.
Join our panel of planners and thinkers as they think through the future world of blockchain technology, and more urgently, the basics of how to help clients understand its place in the financial landscape. The discussion will include a lively audience Q and A and will cover top things planners should know when talking to clients, and the potential impact of cryptocurrencies on tax and estate planning.
Special Report: Trends in Investing
by Journal staff and contributors
This year’s survey revealed that ETFs still reign as a popular investment vehicle, and planners are showing caution when investing.
by C. Edward Chang, Ph.D.; and Thomas M.
This research suggests that financial planners should carefully focus on mutual fund charges when choosing among 529 portfolios, while not being overly concerned about the portfolio’s equity concentration.