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JUNE 2019

Cover Story

Should Cryptoassets Be a Part of a Client’s Portfolio?​

by Ryan Firth, CPA, CCFC; Bobby H​enebry, CFA;and Tyrone V. Ross Jr.
If clients are interested in technology, venture investing, and have the willingness and capacity to take risk, you may want to consider crypto.​


Journal in the Round: Exploring Cryptoassets for Clients​​

June 26, 2019.  2pm Eastern. ​
Join the contributors of June's Journal of Financial Planning, Ryan Firth, CPA, CCFC, and Tyrone V. Ross Jr., as they discuss what planners should examine before allocating clients’ assets to cryptoassets. During this roundtable discussion, Firth and Ross will identify cryptoassets and their barriers, tax and fee-model considerations and more. This program will include an audience Q and A, and be moderated by Raymond Benton, CFP, CRPC, EA.

Special Report

2019 Trends in Investing Survey Results ​​

by Journal staff
This year’s survey revealed ETFs still reign and that clients are asking planners about investing in cannabis and cryptoassets.


Results of this analysis showed that allowing for even modest withdrawal flexibility dramatically reduced the probability of running out of money. 


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