WEALTH MANAGEMENT PULSE
Sunday, March 1, 2026
Market Intelligence for Wealth Management Professionals
🎯 Today's Wealth Management PulseUpdated 1h ago
What's happening: Mixing Bitcoin with Gold Offers Diversification Edge
MoneyWeek recommends pairing Bitcoin with gold through the Bold index, a risk‑weighted, monthly‑rebalanced strategy that exploits their low correlation. The article highlights that Bitcoin is deeply oversold while gold shows strong bullish momentum, creating a clear diversification opportunity. The approach is delivered via the 21Shares Bitcoin Gold ETP (LSE: BOLD) for UK investors.
🚀 Top Wealth Management Headlines
💬 Top Wealth Management Social Posts
Tweet by @adammarkowitzEA
The mass majority of physicians who are doing independent work think they should be an S-corp. The mass majority of physicians who are doing independent work should not be S-corps. #TaxTwitter
by Adam Markowitz•
Thread by @Themoneycruncher
Early in my career, I didn't want to max out my 401k… I was worried about liquidity for early retirement. That quickly changed as I learned about: • 72t SoSEPP • rule of 55 • roth conversion ladder All of these allow you to pull from 401k before 59 w/o 10% penalty. Max your 401k.
by The Money Cruncher•
