Escient Financial Insights

Digital Assets Jargon and Terminology

04/15/2022 08:30 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you're just getting started with digital assets, or thinking about it, here are some common terms, phrases, and other jargon you'll likely come across.

Inflation Is Up – What Does That Mean For You?

04/14/2022 11:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With inflation the highest it's been in over 40 years, what does it mean for you and is there a solution?

Cryptocurrency Wallets

04/08/2022 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You've decided to purchase crypto. Where do you keep it? How do you choose a wallet?

It's Financial Literacy Month: Brush Up on Your Financial Skills

04/07/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.

What Is the Difference Between a Tax Credit and a Tax Deduction?

04/05/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

Cryptocurrency Stablecoins as an Alternative to Low Interest Fixed Income Investments

04/01/2022 08:39 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Inflation is high. Cash and fixed income don't earn much in terms of interest. Stablecoins may be a solution for some investors to protect their principle but earn a yield that's equal to or greater than inflation.

How Rising Interest Rates Could Affect You

03/28/2022 08:25 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The Fed is poised to make multiple interest rate increases the year. Find out how they can affect you.

How and Where to Make Your First Purchase of Cryptocurrency

03/24/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Wondering how to get started with purchasing crypto? Here's an overview of how to make your first purchase of cryptocurrency.

Backing Up Your Financial Documents

03/21/2022 08:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Anyone who is concerned about losing documents or data will find this useful backup advice helpful.

Cryptocurrency and Taxes

03/18/2022 08:05 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Cryptocurrencies are considered property. Here are some common digital asset situations that create a tax liability.

Previous Next

Subscribe to RSS Feed

Hours

Monday - Friday: 9am - 5pm Pacific

Early Mornings, Evenings, & Weekends: Call or E-mail to Schedule

Location

Simi Valley, California

Available to work with anyone anywhere in the USA through virtual solutions.

[email protected]

805.864.6555

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

Disclosures