Important Updates and the Market

Important Update

I have been making my rounds to chat about a small but important update to our client agreement and disclosures. If I haven't caught you yet, I'll be giving you a call soon! It'll require a little action on your part, which is why I wanted to bring it to your attention. It's mainly just some language updates to our disclosures, keeping everything fair and transparent.  For those I’ve spoken with already, you’ll be receiving that email to acknowledge these updates by early next week.

All Tax Forms Now Available!

All of your tax forms should be available from Altruist now.  You can just go to the Altruist website to download it from the Documents section.  

If you need help navigating to the tax forms, please see this lovely video that Kimberly created to walk you through it step by step:

How to find your tax forms

Remember that you will likely need a matching set of tax documents from Schwab.  If you want confirmation that you’ve got all the right documents or any other help, please feel free to reach out to myself or Kimberly directly.

Beyond the Headlines: A Long-Term Crypto View

Whether or not you’ve invested into crypto, you might be seeing some wild swings in the crypto market lately, with headlines about memecoin meltdowns and exchange hacks. It's important to remember that not all crypto is created equal. These short-term events can be noisy and distracting, but they don't necessarily reflect the long-term potential of the underlying technology. Think of it like the stock market – you wouldn't judge the entire market based on one company's bad quarter, right?

It often helps to maintain a long-term perspective. While memecoins might be losing their shine, we're seeing significant progress in areas like pro-crypto regulation, institutional adoption, and the growth of stablecoins. These are the trends that will shape the future of crypto, and they offer exciting opportunities for patient investors. Just like with any investment, it's crucial to do your research and understand the risks involved.

If you’ve chosen to invest into Bitcoin with me, navigating the crypto world can be complex, and it's easy to get caught up in the hype or panic. That's where I come in. As your advisor, I can help you cut through the noise, identify promising opportunities, and manage your crypto investments with a disciplined, long-term approach.  

Navigating the Changing Tides

I know it feels like the world is changing faster than ever, with new headlines popping up every day. It can be a bit overwhelming, kind of like trying to assemble IKEA furniture without the instructions while the kids are sneaking away with the tools and fasteners (anyone else have that problem?).  

On a more serious note, I understand that many of you have expressed concerns about the current political climate and its potential impact on your financial well-being. These are valid concerns, and I want to reassure you that I'm here to help you navigate these uncertain times.

My commitment to you remains the same: to provide sound financial advice and guidance, tailored to your individual needs and goals. We'll work together to understand any societal or legislative changes that might affect your investments, and we'll adjust our strategy accordingly. Part of my job is to keep up to date with these changes and alter my advice and recommendations to keep you on track for your long-term goals.  Think of me as your financial Sherpa, guiding you through the mountains of information and keeping you on the path to financial security.

Remember, we've weathered many storms together before, and we'll weather this one too. We'll continue to focus on the long term, making prudent decisions that align with your risk tolerance and financial objectives.  As life changes on your end, please keep me up to date and I’ll keep pushing us toward your goals on my end.