Linn Wealth Management Blog


We help individuals and families work toward achieving their ideal retirements.

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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Transitioning Jobs? Don’t leave your 401(k) behind. Here are your options.

Changing jobs? It’s important to consult with an advisor or CPA to understand your best options for your retirement plan. Here are five ways to handle the money in your employer-sponsored 401(k) plan: 1. Leave it in your current 401(k) plan. The pros: If your former employer allows it, your money can usually stay put….

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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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Have We Reached the Bottom of the Economic Valley? Markets Seem to Think So

We’re not out of the woods yet, but optimism is far outweighing pessimism on Wall Street. Remember, the market isn’t a perfect mirror of the economy, it’s a relative-to-expectations tool — we don’t need to recoup all lost GDP or job losses, we just need to begin climbing out of this economic valley. And anecdotal…

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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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401(k) Rollovers: What you need to know

When people leave their jobs, they leave their 401(k) behind too. It can be a process, but here are key steps to initiate your 401(k) rollover without incurring taxes & finding the right home for your new IRA. What is a 401(k) rollover? A 401(k) rollover is a method used by individuals who want to…

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Is a Recession on the Rise?

Signs of a slowing global economy which makes many weary of an upcoming recession.   Trade War with China- specifically in the manufacturing sector  The Federal Government raising rates end of 2018  to stimulate the economy. The effect of tax cuts All of which reduces the confidence of CFO’s whom grow weary and caution their spending …

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Benefits of Professional Employer Organizations (PEO)

Professional Employer Organizations (PEOs) allow small to mid-sized businesses to offer Fortune 500 benefits to their employees and provide fully equipped Human Resources and Compliance departments not otherwise available to them. This may be attractive for recruiting and retaining top talent and giving your business a competitive advantage to similar companies. No matter the size of…

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