Blog categorized as Digital Assets & Cryptocurrency

What Role Should Bitcoin and Crypto Play in Your Portfolio?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Bitcoin offers potential for high growth, diversification, and inflation protection, making it a compelling addition to a well-balanced investment portfolio for those who can manage its volatility.
02/19/2025 01:19 PM - Comment(s)

Where Should You Buy Bitcoin?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Different platforms, such as crypto exchanges, broker-dealer accounts, and retirement accounts, offer unique ways to buy Bitcoin, each with its own benefits and drawbacks. Understanding trading fees, custody options, and security features is key to making an informed investment decision.
01/17/2025 12:21 PM - Comment(s)

Addressing Common Objections to Bitcoin

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

There are some common misconceptions and inaccuracies about Bitcoin. With a balanced and factual approach it's possible to get a clearer understanding of Bitcoin's potential as a legitimate investment asset.
06/27/2024 11:12 AM - Comment(s)

Should You Invest in Crypto? It's Not a Simple Answer.

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

In a digital era brimming with promises and uncertainties, the question lingers: Is investing in cryptocurrencies a game-changing opportunity or a perilous leap into the unknown?
06/01/2023 11:15 AM - Comment(s)

Cryptocurrency Pitfalls to Be Aware Of

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Crypto has made a big impact on investing, but it’s important to consider some of its pitfalls before jumping in.
11/16/2022 08:03 AM - Comment(s)

Cryptocurrency Wallets

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

You've decided to purchase crypto. Where do you keep it? How do you choose a wallet?
04/08/2022 08:50 AM - Comment(s)

How and Where to Make Your First Purchase of Cryptocurrency

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Wondering how to get started with purchasing crypto? Here's an overview of how to make your first purchase of cryptocurrency.
03/24/2022 08:00 AM - Comment(s)

Cryptocurrency and Taxes

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Cryptocurrencies are considered property. Here are some common digital asset situations that create a tax liability.
03/18/2022 08:05 AM - Comment(s)

Ethereum Explained

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

The last Strateon Intelligent Wealth Insights post looked at Bitcoin. Now it's time to look at the second largest cryptocurrency by market cap, and the one that may have had the biggest impact on the financial system besides Bitcoin: Ethereum.

Similar to how there is a difference between Bitcoin and ...

03/14/2022 04:34 PM - Comment(s)

Bitcoin Explained

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Bitcoin is the original and the most prominent cryptocurrency in use today. Here is an overview of bitcoin, how it works, and how to use it.
03/09/2022 09:49 AM - Comment(s)