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)

Millennials Increasingly Turn to Human Financial Advisors

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

A human financial advisor offering real comprehensive financial planning can make a big difference in your life.
11/09/2022 03:00 PM - Comment(s)

Is it Time for a Financial Advisor?

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

A financial advisor can be helpful in many situations. Before hiring one, ask yourself these questions.
10/13/2022 10:54 AM - Comment(s)

Financial Market Basics

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

You know you should be investing in the market, but did you know that there are different types of financial markets? Read on to learn more.
10/10/2022 08:00 AM - Comment(s)

Setting Financial Goals

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

You've probably set some financial goals, but how much progress have you made? Here are some tips on how to set goals that will help you get results:
09/28/2022 08:25 AM - Comment(s)

Factors That Could Affect Your Retirement Strategy

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

How much should you save for retirement? The answer varies from individual to individual.
08/31/2022 08:00 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)