Wealth in the Fifth Dimension

D11: How to invest in digital assets and digital currencies (The Process)


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 How to invest in digital assets and digital currencies (The Process)

  

Life lesson: 

 

Follow the money.

 

Core idea: 

 

I am about 80% through my blockchain and digital assets certificate and I'm learning how to evaluate and deploy digital assets in a client's portfolio. 

  

Fact #1: AN OPEN MIND


Be open-minded to the possibilities of digital assets as an asset class.

We tend to close the door on topics we are uneducated about.

 

Fact #2:  GET A PLAN

 Create a plan.

 Most people don't have a plan.

 

Fact #3: DUE DILIGENCE: DO IT OR HIRE FOR IT

 

Conduct due diligence or hire someone who will.

 There are many options available to invest and due diligence is instrumental 


Fact #4: EXECUTE OR REDIRECT

Execute the best option for you and your family. 

Execute or course correct 

 

Do you have a written financial plan that guides your investment decisions in digital assets?

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Wealth in the Fifth DimensionBy Joe Soto