Dear First Mates,
Given the high likelihood of approval for a Bitcoin ETF and the 2024 Bitcoin halving, I strongly recommend that each of you consider allocating a small portion (1% to 5%) of your portfolio to Bitcoin and Ethereum. I believe the asset class, while highly speculative, has tremendous potential in light of these events. Check out the video above for the full explanation.
Resources
Investment Case for Bitcoin
The Greatest Crypto Explanation
2024 Bitcoin Halving
HI, I’m David Warshaw
In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later at Ameriprise Financial.
Over time, I developed the entrepreneurial spirit and launched The WealthPlan in 2011 as an independent advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™, I hold both the Chartered Financial Consultant and Charted Life Underwriter designations.
I live in Great Neck, Long Island, with my wife Diana and our little daughter Sophia, a.k.a., The Sophinator!
