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Tax Aware Wealth Management
About
Retirees
Business
Professionals
Services
Disclosures
Blog
Contact
Client Portal
About
Retirees
Business
Professionals
Services
Disclosures
Blog
Contact
Client Portal
The finally clients fessed up: “We’ve got 60% of our nest egg in crypto...”
John Agnew, CFA, CFP®, RICP®, CLU® 10/7/25 John Agnew, CFA, CFP®, RICP®, CLU® 10/7/25

The finally clients fessed up: “We’ve got 60% of our nest egg in crypto...”

If your retirement only works if one investment or asset class keeps rising indefinitely, especially when you're close to retirement with limited earning years ahead, you're courting disaster. Don't let greed, Bitcoin or concentrated positions become your downfall.

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John Agnew is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional | The Wealth Collective, LLC. ©2020. All Rights Reserved.

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