FAQ: Digital Assets and Decentralized Finance

Linn Wealth Capital Management has been at the forefront of advising clients on digital assets, and decentralized finance. With Decentralized Finance (DeFi), financial services are shifting away from the incumbent traditional companies like large banks, brokerage, and insurance companies who normally facilitate transactions. There are many ways this can be applied; for example, the blockchain can…

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What are Taxable Events for Cryptocurrency

As an emerging investment asset class, understanding the tax implications in the crypto currency market can be tricky. The IRS provides a very basic framework and guidelines, which will most probably be modified over time.   Although Digital Assets are commonly being referred to as Cryptocurrency, the IRS does not recognize them as currencies at all, Digital Assets are…

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Investing in Blockchain Technology Through Digital Coins

With Bitcoin surpassing $50,000/coin, we have had an overwhelming interest and questions on behalf of our clients, so we thought we would put together an email to address investing in blockchain technology through digital coins. Perspective Let’s take ourselves back to 1985, when the internet first began, and some people utilized it by either entering…

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The Stock Market and the Upcoming Presidential Election

There’s no doubt we are living through unprecedented uncertainty during a global pandemic and clashing political parties as animosity raises as the Presidential Election nears. The Stock Market was extremely volatile during the quarantine, and we have seen a V recovery, however many fear the election will cause another dip. Many question if they should…

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Alternative Investments & Why they are Becoming More Popular

Hundreds of millions of consumers are no longer happy to play by the old-school rules of the stock and bond markets. Many seek alternative ways of doing business, purchasing consumer goods, planning for retirement and even traveling. The global trend of looking for new ways to invest, buy, sell, travel, date and interact socially has…

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Schwab Report: Self-Directed 401(k) Balances Hold Steady; Millennials Allocate More to ETFs and Cash Than Gen X, Boomers

Category:  Schwab Corporate & Retirement Services NewsWednesday, December 4, 2019 6:00 am PST Dateline: SAN FRANCISCOEmailPDFPrintRSS Public Company Information: NYSE:SCHW SAN FRANCISCO–(BUSINESS WIRE)–According to Charles Schwab’s SDBA Indicators ReportTM , an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts (SDBAs), Millennials allocated a larger percentage of their portfolios to ETFs and cash than…

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Investing In a Volatile Market: An Opportunistic Strategy

There’s no surprise that we are living in unprecedented times due to Covid-19. Unfortunately, this virus caused our historical Bull market run to crash on February 27th. Since then we have seen extreme volatility in the market as news of Covid Cases increased, Government bailouts, Job Losses and now the reopening of states has investors…

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9 FAQs About the Coronavirus Stimulus Package

When President Trump signed the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act into law in late March, many Americans were eager to see how they could benefit from the new stimulus package. The law is packed with relief measures. But figuring out how to apply for funds — or even knowing if you…

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