Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.
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JAMIE HOPKINS
Executive Vice President, Chief Wealth Officer
WSFS & Bryn Mawr Trust
ACTION POINT
MANAGE YOUR DIGITAL ASSETS
BOOKSHELF
ONE INVESTMENT
HOPKINS: TAKE MORE RISK FOR GROWTH
TAKE A LITTLE MORE INVESTMENT RISK
Own some small positions in:
- Growth companies
- AI tech funds
- Alternative investments such as private equity or private credit
Have a slightly higher allocation than traditionally considered