Have you ever wanted to invest in art? Were you deterred by the high cost to buy a single piece, by not knowing what to invest in, or by concerns about how to store or display it properly to preserve its value? These are key reasons why many people haven’t invested in art, but art…
Eric C. Jansen, ChFC®
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After many years working for a large national financial services firm where I provided comprehensive wealth management services to high net worth clients, I realized something was broken in the financial advice industry. And I wanted to fix it.
In the past, you worked, you saved, you retired -- and, in that world, providing a linear financial planning solution for that straightforward path was sufficient. When I founded Finivi, I did so because I knew that wasn’t the world we lived in anymore.
Today, the definition of work-life balance is being redefined, experiences are more important than things, meaningful work is more significant than greater opportunities, and the sharing economy is just beginning to change the social and economic landscape on a global scale.
Even with so much change, one thing remained the same, the desire for unbiased financial advice, just not delivered in a binder, nor always face to face, but on-demand, personalized guidance that focused more on financial freedom now, than at some distant point in the future, we used to call retirement.
Our Advice-On-Demand monthly subscription service provides clients ongoing access to a team of financial planners, investment advisors, and tech-savvy team members who help guide them to living there best life, by not only making smarter financial choices but also learning to use the latest technology to save both time and money.
As the world continues to change, so do we. Our firm is not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking.
In this new era of digital transformation, we keep our clients informed on the potential impacts of evolving technologies, including blockchain, cryptocurrencies, nanotechnology, quantum computing and the Internet of Things (IoT). Unlike many advisors, we are not afraid to tell them that Bitcoin and other digital currencies and tokens are probably here to stay, and, moreover, may be the future of money.
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Recent Articles by Eric:
Three Estate Planning Strategies to Take Advantage of Low Cryptocurrency Valuations
Bitcoin’s value has ranged from less than a penny to nearly $20,000 since its inception a little over ten years ago now. Within the last year alone, bitcoin’s value has fallen from $11,000 to a low of around $3,500. Many other digital currencies and tokens, which are referred to as “ALT coins” have seen their…
How Are Bitcoin and Crypto Taxed?
One of the cypherpunks’ original goals when developing digital money was to operate outside of government control, but the Internal Revenue Service has put a big damper on that possibility as we will discuss below. People who hold crypto largely for ideological reasons can still take a chance on evading taxes, and they may succeed….
Can You Insure Your Bitcoin?
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…
The Dangers of Centralized Social Media
But for all the good we’ve achieved, the web has evolved into an engine of inequity and division; swayed by powerful forces who use it for their own agendas. -Tim Berners-Lee Social media has become a huge part of our lives. We turn to it to form groups, foster relationships, and keep in touch with long-distance…
Self-Sovereign Identity: Own, Manage, and Control Your Identity
You buy a bottle of wine at the grocery store and the cashier asks to see your ID. Your ID has your birth date, which lets the cashier confirm that you’re over 21. But they also see your driver’s license number, address, and whatever other personal details that document contains. Many of us don’t want…
