Spot vs. Derivative: Unraveling the Structures and Risks of Bitcoin ETFs
Cryptocurrency Series Spot vs. Derivative: Unraveling the Structures and Risks of Bitcoin ETFs Spot Bitcoin ETFs and Bitcoin ETFs based on derivative products differ in structure and the level of exposure to Bitcoin price fluctuations. A Spot Bitcoin ETF directly holds Bitcoin, while ETFs based on derivative products use financial instruments such as futures contracts […]
In-Depth Analysis of Spot Bitcoin ETF
Cryptocurrency Series In-Depth Analysis of Spot Bitcoin ETF What is a Spot Bitcoin ETF? A Spot Bitcoin Exchange-Traded Fund (ETF) is a notable investment tool that allows ordinary investors to easily participate in the price fluctuations of Bitcoin in their regular brokerage accounts. Unlike Bitcoin futures ETFs, a Spot Bitcoin ETF directly invests in Bitcoin […]
Bond Market Outlook
NEWS Bond Market Outlook Bond Market Under Pressure as Inflation Rises Above Expectations The US consumer and core consumer price indexes increased by 0.4% in February, and by 3.2% and 3.8% annually, while core services inflation excluding rents increased by 0.5% annually, and by 6.8% over the past three months, up from 6.7% […]
Apple’s Shift to AI: Embarking on a Journey of Strategic Decision-Making
NEWS Apple’s Shift to AI: Embarking on a Journey of Strategic Decision-Making Reflecting on the surge of technology stocks in the S&P 500 and the underperformance of Apple and Tesla, investment in AI emerges as the primary concern for tech giants. Apple Abandons Car Manufacturing Project Bloomberg reports Apple suspended its decade-long car manufacturing project, […]
〈NEWS〉The Differences Between Insurance Trusts and Insurance Claims Trusts
Insurance Trusts The Differences Between Insurance Trusts and Insurance Claims Trusts Firstly, an insurance trust refers to a trust set up by the policyholder during one’s lifetime, transferring ownership of his/her life insurance policy to the designated trustee for custody and management. This way, if the policyholder unfortunately passes away, the trustee can distribute the […]
〈NEWS〉Benefits of Holding Policy Assets in Trust
NEWS Benefits of Holding Policy Assets in Trust There are two main ways to hold policies in an insurance trust. One is for the trust settlor to transfer ownership of the policy to the trust. The second is for the trust settlor to purchase a new policy through the trust. In addition to these […]
What is a Standby Insurance Trust
NEWS What is a Standby Insurance Trust Another type of insurance trust is a standby insurance trust. Similar to an insurance trust, a standby insurance trust also uses the insurance proceeds rights as the trust property. However, unlike an insurance trust where the policyholder is the trustee, for a standby insurance trust, the policyholder remains […]
What are Insurance Trusts
NEWS What are Insurance Trusts In recent years, wealth preservation and inheritance have always been hot topics among high-net-worth individuals. Insurance trusts, as a wealth management tool combining trusts and life insurance, have gradually gained favor among high-net-worth clients and are widely used. As a type of family trust, an insurance trust has […]
Case Study : Minimizing Inheritance Disputes – Building a Harmonious Family
Case Study Minimizing Inheritance Disputes – Building a Harmonious Family Introduction: In this case, we explore the concerns of Mr. Meng, a 60-year-old entrepreneur who has enjoyed success in his career and family life. However, having been through two marriages and having children from each, he is growing increasingly concerned about potential inheritance […]
Ensuring a Dignified Retirement for a Father After Immigrating
Case Study Ensuring a Dignified Retirement for a Father After Immigrating Introduction: This case examines the concerns of Ms. An, a 53-year-old woman, regarding her father’s well-being and financial security after her family’s decision to immigrate to the United States. It emphasizes the importance of comprehensive planning and introduces the concept of a […]
