The Death of 60/40 – and Why Your Crypto Allocation Should Be 10% to 40%

Owning crypto is no longer a speculative position; failing to do so is. In this white paper, Ric shares what he feels is the correct crypto allocation for investors.

The 6 Mistaken Beliefs That Are Keeping Your From Buying & Recommending Bitcoin

New Whitepaper from Ric – published January 2025

Navigating the Crypto Landscape

See why crypto and blockchain are gaining traction. This graphic highlights key data on market growth, investor interest and how financial firms are preparing for what’s ahead.

Easy-To-Use Comparison Charts for Spot Bitcoin ETFs

Easily compare the new spot bitcoin ETFs with this informative guide that includes 16 crucial categories about each product.

Bitcoin ETFs: Why You Must Temper Your Enthusiasm

Ric believes bitcoin will be “$150,000 within two years,” but you must also “temper your enthusiasm.”

Spot Bitcoin ETFs – Ric’s Whitepaper

SEC approval of a spot bitcoin ETF is a game-changer for crypto — and we’re here to help you understand it.

They’re Bitcoin ETPs, Not ETFs, Unless You’re a Finance Geek

Think you know the latest on bitcoin ETFs? Guess again! Dive into this short article to see why everyone’s calling them Bitcoin ETFs, when they’re really ETPs in disguise. An essential read for every savvy financial advisor.