Your Clients Are Asking About Crypto. Are You Ready to Answer?

Published on August 22, 2025

More and more clients, especially younger generations, are asking about Bitcoin, Ethereum, and the broader cryptocurrency market. Some are curious, others already hold positions, and nearly all expect their advisor to have an informed perspective.

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6 Dividend Growth Stocks: Owner-Ship Versus Loaner-Ship

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In this video, Chuck Carnevale—co-founder of FAST Graphs and known as Mr. Valuation—shifts focus from growth stocks to income investing in this video of 6 dividend growth stocks. He explains how dividend-paying stocks can be a powerful strategy for investors seeking steady income, particularly in retirement, and why they differ from growth or total-return approaches.

ETFs Offer Gateway to Once-Inaccessible Private Markets

August 22, 2025
Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.