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Cryptocurrencies have been big news this year. But they’ve been the subject of discussion long enough to earn a dictionary definition: digital currency in which encryption techniques are used to regulate the generation of units of currency and verify the transfer of funds, operating independently of a central bank.
Last week the Keen Wealth leadership team took a trip to Chicago for the Charles Schwab IMPACT® Conference. One of the biggest gatherings in the financial services industry, it is designed to educate attendees on new technologies, trends, and navigating hot-button issues. There were dozens of sessions, hundreds of vendors, and vast opportunities to learn.
My clients at Keen Wealth are typically smart and prudent people who have been very good at what they do in their careers. In particular, the engineering community that we serve, consists of many of these accomplished professionals that have walked through our doors looking to delegate the task of managing their hard-earned money – capital that will hopefully carry them through their retirement. In my experience, the most successful of those folks are the ones that acknowledge that “they know what they don’t know,” and seek help.