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Connecting investors with licensed financial advisors who understand Bitcoin and the future of wealth.

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Bitcoin Wealth Management Insights

Macro Trends

The Debasement Trade: Why Bitcoin, Gold and Hard Assets Are Getting Fresh Interest

Understanding the macro narrative driving investors toward scarce assets like Bitcoin and gold in 2025.

Institutional Adoption

Bank of America Opens the Door to Bitcoin Allocation

A major U.S. bank is now allowing advisors to recommend Bitcoin exposure. Learn what this institutional shift means for investors and financial advisors.

Global Trends

Global Banks Move Toward Bitcoin — From BBVA to Deutsche Börse

Bitcoin adoption is expanding beyond the U.S. as major banks and infrastructure providers embrace digital assets.

Retirement Planning

How Bitcoin Fits Into a Retirement Portfolio

Understanding Bitcoin's role in long-term retirement planning, allocation strategies, and tax-advantaged Bitcoin IRAs.

Investment Strategy

How to Allocate Bitcoin in a Diversified Portfolio

Learn portfolio allocation strategies from CFP-certified advisors who specialize in Bitcoin integration for high-net-worth clients.

Tax Planning

Bitcoin Tax Strategies for 2025

Understanding capital gains, wash sale rules, and tax-loss harvesting strategies for cryptocurrency investments.

Security

Self-Custody vs. Custodial Solutions

Compare security models, insurance considerations, and best practices for protecting your Bitcoin holdings.

Estate Planning

Bitcoin Estate Planning Essentials

How to ensure your Bitcoin wealth transfers smoothly to heirs with proper estate planning and key management.

Due Diligence

What to Ask Your Bitcoin Advisor

Essential questions to evaluate an advisor's Bitcoin expertise, custody recommendations, and fee structures.

Market Analysis

Bitcoin as Digital Gold: Investment Thesis

Explore the long-term investment case for Bitcoin as a store of value and portfolio hedge against inflation.

Essential Guides

Comprehensive guides to help you navigate Bitcoin financial planning, advisor selection, and tax considerations.

Bitcoin Tax Basics for 2025: What Investors Need to Know

Learn how Bitcoin is taxed in 2025, including capital gains, income, gifting, inheritance, and retirement account considerations.

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The Complete Guide to Bitcoin IRAs and Retirement Accounts

Everything you need to know about custody models, fees, tax advantages, and choosing the right Bitcoin IRA provider for your retirement strategy.

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How to Choose a Bitcoin-Aware Financial Advisor

Learn what credentials to look for, questions to ask, and red flags to avoid when selecting a Bitcoin-aware financial professional.

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Bitcoin & Financial Planning: Where It Fits

Understand portfolio allocation strategies, risk management, and how to integrate Bitcoin into your comprehensive financial plan.

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Bitcoin Taxes 101: Working With CPAs and EAs

Navigate Bitcoin tax planning, capital gains reporting, and tax-loss harvesting strategies with expert guidance.

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Interested in modeling long-term scenarios?

Try our Bitcoin planning calculators to explore future-value projections, retirement outlooks, and allocation considerations.

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