Understanding Unrealized Gains Tax: What Investors Need to Know
We asked Ric Edelman, founder of Edelman Financial Engines, what investors need to know about unrealized gains in their portfolios.
STRC: “Indestructible” Returns?
It promises high current income with a cushion against bitcoin's wild swings. But can any dividend really be "indestructible"? A closer read of the mechanics – and the fine print – behind Saylor's newest security.
Energy Completion: From Accidental Exposure to Intentional Allocation
Most portfolios own energy by accident. Energy Completion™ is a three-sleeve framework for making energy exposure deliberate and complete in the era of AI.
Boston’s new Museum of American Finance teaches visitors about money
The Smithsonian affiliate opening in Boston’s Seaport is free for visitors who want to learn more about the history of money.
Open vs. Closed AI: What Advisory Firm Leaders Need to Know
Not every AI tool handles your data the same way – and knowing the difference matters more than most firms realize. Orion CISO Jim O'Hara breaks down when to use open AI, when you need a closed environment, and why your firm needs a policy before employees start making that call on their own.
New Museum of American Finance in Boston Features Content Curated by the Personal Finance Institute
The Museum of American Finance’s new museum opening on July 3 in the Boston Seaport includes two galleries whose content was provided by PFI: Personal Finance and The Future of Finance. The museum is free and open to the public.
FPA LIVE: The College Conversation Every Family Gets Wrong
Fewer than half of college students graduate. Right now, 37 million Americans have student debt, which has put off big life steps like getting married, buying a home, or starting a family. Still, many families see college as a given instead of having an open, honest discussion about it.
My quest to graduate 500 CFP-ready advisors a year
Everybody talks about the retirement readiness crisis, but Ric Edelman is doing something about it, staving off the coming advisor shortage in the process.
The Most Invincible Career Path in Finance | LFTC
On this episode of Live From The Compound, Josh Brown sits down with Ric Edelman, founder of Edelman Financial Engines to discuss the future of higher education, why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry.
Strategy’s STRC Hits Record Low as Wall Street Races to Tokenize Everything
On this episode of CoinDesk’s Public Keys at the New York Stock Exchange, host Jennifer Sanasie sits down with Digital Assets Council of Financial Professionals founder Ric Edelman to discuss the disconnect between declining crypto sentiment and Wall Street’s rapid investment in digital asset infrastructure.