Skip to content

Lori Van Dusen Discusses Investor’s Recent Interest in Bitcoin ETFs as Part of Strategic Portfolio Allocations

January 30, 2024

Lori Van Dusen, the Founder and CEO of LVW Advisors, shared her insights with Financial Planning on the recent approval of 11 new bitcoin ETFs by the SEC. Lori notes the recent interest among high-net-worth clients, who are exploring digital assets as a hedge similar to gold. She advises caution to those that inquire, recommending no more than a 5% portfolio allocation to digital assets.

Read the full article >

Get Started Today

Ready to get serious about your investments? Contact us and one of our advisors will contact you.