Dealing with the crypto slump
Crypto can be part of a portfolio, but only if you understand the risks.
The Future of Financial Planning
The future of technology in financial planning will focus on optimizing plans, not replacing humans.
Talking to your family
This is why you need to talk about purchases first.
Cryptocurrency 1099s
I noticed an interesting problem related to clients with cryptocurrency transactions. The issuer makes 1099 forms with lots of transactions. As a tax preparer, it’s annoying, so I decided to find out why. The crypto-broker[1] like Robinhood or Coinbase has to issue tax documents, but do they have to make them so difficult to read? […]
Moods in markets
Policy Genius recently featured R Persichitte in their article about how investors’ moods affect the stock market. The short answer is that a long-term investing strategy paired with your ability and capacity to handle risk is the right strategy for most investors. A recent study questions how efficient the stock market is when seemingly insignificant […]
Data Anytics Award
R Persichitte won an award for his work related to data analytics. The analysis is a huge part of how we plan for the future, but it’s also a tool to help ensure children have access to quality education. In this analysis, Mr. Persichitte looked at where money was getting spent and where the program […]