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Bitcoin & Digital Assets

The Financial Revolution: How Crypto and ISO 20022 Are Reshaping Global Payment Rails

December 6, 2024 by Eric C. Jansen, ChFC®

The global financial system is undergoing a profound transformation, driven by the convergence of cryptocurrencies, blockchain technology, and the adoption of ISO 20022, a new standard for financial messaging. This revolution is reshaping the very foundations of how money moves across borders and between institutions. At the forefront of this change are innovative projects and […]

Filed Under: Bitcoin & Digital Assets Tagged With: blockchain, crypto, cryptocurrency, digital currency, global finance, ISO

Bitcoin Goes Mainstream: BlackRock’s Pivotal Role in Institutional Adoption

November 1, 2024 by Eric C. Jansen, ChFC®

The cryptocurrency landscape has undergone a dramatic transformation in recent years, with Bitcoin leading the charge into mainstream finance. Once considered a fringe asset, Bitcoin is now gaining significant traction among institutional investors, with industry giants like BlackRock at the forefront of this paradigm shift. BlackRock’s Pivotal Role BlackRock, the world’s largest asset manager with […]

Filed Under: Bitcoin & Digital Assets Tagged With: Bitcoin as a Diversifier, Bitcoin ETF, Bitcoin Investment, Blackrock Bitcoin ETF, Cryptocurrency Mainstream Adoption, Digital Gold, IBIT, Institutional Bitcoin Adoption

3 Estate Planning Strategies for Low Crypto Valuations

April 23, 2019 by Eric C. Jansen, ChFC®

Since its inception a little over ten years ago, Bitcoin’s value has ranged from less than a penny to nearly $20,000. Within the last year alone, it fell from $11,000 to a low of around $3,500. Many other digital currencies and tokens, commonly called “ALT coins,” lost 90% or more of their value from all-time […]

Filed Under: Bitcoin & Digital Assets, Estate Planning Tagged With: A-B trusts, Bitcoin and estate taxes, Bitcoin gift strategy, crypto, crypto wealth transfer, Cryptocurrency estate planning, cryptocurrency valuation, digital assets and estate planning, estate planning, estate tax strategies, gift tax exclusion, gifting crypto, GRAT crypto strategy, high net worth estate planning, tax planning with crypto, trusts, unified tax credit

Can You Insure Your Bitcoin?

March 2, 2019 by Eric C. Jansen, ChFC®

If you could buy insurance to protect your bitcoin, would you? As with all kinds of insurance, your answer is probably, “Sure—if the coverage is good and the price is right.” What might you reasonably expect bitcoin insurance to cover? Let’s think about the types of losses insurance covers for other currencies and investments. How […]

Filed Under: Bitcoin & Digital Assets

How to Store Your Cryptocurrency Safely

July 31, 2018 by Eric C. Jansen, ChFC®

If you’re going to hold cryptocurrency, as an investment or as a saving device, you need to understand how to keep it safe. Owning cryptocurrencies means taking risks that don’t exist with traditional assets. There’s no government insurance program to refund your money if the exchange that holds your assets goes under. For certain asset […]

Filed Under: Bitcoin & Digital Assets

How Oracles Make Smart Contracts Work

June 28, 2018 by Eric C. Jansen, ChFC®

“Oracle” has long described a person through whom a deity speaks, or a person known for giving wise or authoritative decisions or opinions. In the cryptoverse, oracles are code connecting a blockchain with the real world. They provide the data that smart contracts need in order to execute successfully.  Oracles are, ironically, an intermediary in […]

Filed Under: Bitcoin & Digital Assets, Personal Finance

How Web 3.0 & Blockchain Will Disrupt the Disruptors

June 19, 2018 by Eric C. Jansen, ChFC®

Remember when companies like Google, Amazon, eBay, and Facebook were huge disruptors in their industries? They upended their competitors in online search, book sales, reselling, and social networking. Now, these Web 1.0 and Web 2.0 companies are on the verge of being disrupted themselves by the emergence of Web 3.0. The Evolution of the Web Web […]

Filed Under: Bitcoin & Digital Assets

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Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

  • Hometown: Chicago, IL
  • Birth Month & Year: November, 1964
  • Favorite Hobby: Goldmining in Nome, AK
  • Favorite Food: Steak at Charley’s Steakhouse in Orlando FL
  • Can't be interrupted when: Watching the Discovery Channel
  • Hidden Talent: Finish Carpenter
  • Something on bucket list: Obtain Helicopter Pilot License
  • Family Pet: Goldfish
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Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

  • Hometown: Townsend, MA
  • Birth Month & Year: December, 1967
  • Favorite Hobby: Playing Hockey
  • Favorite Food: Chicken Caesar Salad
  • Can't be interrupted when: Watching the Bruins
  • Hidden Talent: Cooking – Makes a great Thanksgiving turkey
  • Something on bucket list: Travel to Italy and Greece
  • Family Pet: Max – our Pomeranian

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

  • Hometown: Nutley, NJ
  • Birth Month & Year: July, 1954
  • Favorite Hobby: Dog Walking
  • Favorite Food: Italian
  • Can't be interrupted when: Listening to Pink Floyd
  • Hidden Talent: Landscaping
  • Something on bucket list: Space Flight - Tourism
  • Family Pet: None

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

  • Hometown: Bellingham, MA
  • Birth Month & Year: July, 1957
  • Favorite Hobby: Cooking and Entertaining
  • Favorite Food: Steak at the Capital Grille
  • Can't be interrupted when: It's family time
  • Hidden Talent: Dog Whisperer
  • Something on bucket list: Spending a couple months on the Almalfi Coast
  • Family Pet: In Between Mastiffs now so a little blue fish “Willy”

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

  • Hometown: Modesto, CA
  • Birth Month & Year: September, 1982
  • Favorite Hobby: Swimming
  • Favorite Food: Mexican Food
  • Can't be interrupted when: I'm cooking
  • Hidden Talent: Climbed Yosemite's Half Dome, twice - no fear :)
  • Something on bucket list: See the Northern Lights and Potty Train my 2 year old
  • Family Pet: Caddy and Sierra – our two cats

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

  • Hometown: Charlton, MA
  • Birth Month & Year: October, 1981
  • Favorite Hobby: Running
  • Favorite Food: Cheesecake
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Interior Design and furniture restoration
  • Something on bucket list: To travel cross-country in an RV
  • Family Pet: Charlie and Nora, both black labs from the same litter

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots, Donna spends her free time travelling throughout the United States looking for new haunted places to explore. She loves to wear her cowboy hat and boots when travelling out west.

  • Hometown: Swansea, MA
  • Birth Month & Year: February, 1961
  • Favorite Hobby: Exploring haunted locations
  • Favorite Food: Pizza
  • Can't be interrupted when: Eating my pizza
  • Hidden Talent: Rollerblading
  • Something on bucket list: Travel to Australia
  • Family Pet:  Had a pet skunk

Krista Isabelle

In her free time, Krista can be found crafting, cooking, spending time outdoors with her family, or curled up reading next to her beloved pets.

  • Hometown: Hopedale, MA
  • Birth Month & Year: August 1994
  • Favorite Hobby: Cooking & Baking
  • Favorite Food: Baked mac & cheese
  • Can’t be interrupted when: Reading
  • Hidden Talent: Cartoon drawing
  • Something on her Bucket List: Fostering animals

Danielle Drew

When Danielle does not have her head in a book studying to expanding her financial planning knowledge, she enjoys anything active and outdoors, including visits to the beach and hiking.  

  • Hometown: Dennis, MA
  • Birth Month & Year: November, 1985
  • Favorite Hobby: Working out, concerts, and exploring wineries
  • Favorite Food: Lobster pot pie, cheeseburgers, BBQ, the list goes on...
  • Can't be interrupted when: Working out 
  • Hidden Talent: Country line dancing
  • Something on bucket list: To hike the 48, 4000 footers of New Hampshire
  • Family Pet: none, hopefully a big dog someday

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

  • Hometown: Melrose, MA
  • Birth Month & Year: September, 1959
  • Favorite Hobby: Golf
  • Favorite Food: Anything at a Patriot’s Tailgate
  • Can't be interrupted when: Watching the Patriot’s Game
  • Hidden Talent: Competitive Volleyball Watcher (Mostly his 2 daughters)
  • Something on bucket list: Play a round of Golf at Pebble Beach
  • Family Pet: Bella, our Shih-poo
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