Pocket Risk Blog

Helping Financial Advisors Know Their Clients – Risk Profiling, Client Psychology, Behavioral Finance, Compliance

Cryptocurrency has become a major part of modern wealth, with investors holding digital assets worth billions of dollars across various platforms. While these investments offer exciting opportunities, they also bring unique challenges when it comes to estate planning. Unlike traditional assets, cryptocurrencies exist in a...

Crypto investing isn’t just about returns anymore. Clients; especially younger, socially conscious investors; are asking tough questions: What’s the environmental impact of my Bitcoin investment? Is crypto sustainable? Are there greener alternatives? As financial advisors, it’s our job to help clients balance their financial goals with...