Citrine Capital

Helping the affluent manage investments, become financially organized, make prudent financial decisions, mitigate taxes & protect assets. Not financial advice.

[Citrine Capital @CitrineCapital]

A beneficiary designation may seem like a simple form, but if your benes are outdated it can have unintended consequences for your loved ones. In a recent @ThinkAdvisor article, Samantha Mockford shares practical guidance on avoiding common mistakes.

https://t.co/TUBqXhCiLh

[Citrine Capital @CitrineCapital]

A potential Anthropic IPO highlights a key planning challenge: preparing for concentrated equity before liquidity. For employees, decisions around taxes, diversification, and long-term goals often matter more than the liquidity event itself.
https://t.co/jnUZVgUHoN

[Citrine Capital @CitrineCapital]

Rule 10b5-1 plans are becoming a key tool for executives and employees with concentrated equity. Our latest blog explores how these plans can help executives and employees create a structured framework for selling company stock.
https://t.co/ylRkjL6KxI

[Citrine Capital @CitrineCapital]

The right questions can unlock meaningful client breakthroughs. In a @finplan 'Ask an Advisor' feature, Kiersten Peshek shared how thoughtful, exploratory questions help clients uncover new perspectives and move forward with greater clarity and confidence.
https://t.co/tRIVTu112S

[Citrine Capital @CitrineCapital]

Financial literacy isn't just about knowing definitions, it's about making better decisions.

In a recent @NerdWallet piece, Citrine's Samantha Mockford shed light on this topic and how individuals can assess their knowledge gaps.

https://t.co/etSkBke7Di

[Citrine Capital @CitrineCapital]

A potential SpaceX IPO highlights a broader planning challenge for employees: planning for concentrated equity before liquidity. Nick Loeffelman explores how thoughtful planning can turn a single event into durable wealth.
https://t.co/Ku4pmTnWLc

#EquityCompensation #IPO #SpaceX

[Citrine Capital @CitrineCapital]

LGBTQ+ financial planning often includes unique legal, medical, and family-building considerations.

In our latest blog post, Kiersten Peshek explores how this shapes more intentional, specialized financial planning.

https://t.co/R6WQ6ilEFw

#FinancialPlanning #LGBTQ

[Citrine Capital @CitrineCapital]

Extended warranties promise “peace of mind,” but financially, it’s not always worth it. Citrine's Samantha Mockford noted in a recent @WSJ Buyside article many households may be better off saving for repairs than paying for coverage they might never use. https://t.co/qNqQpfFmbm

[Citrine Capital @CitrineCapital]

Professional development isn’t a perk, it’s foundational to good advice.

In a recent @finplan article, Samantha Mockford notes that continuous learning directly shapes the quality of guidance clients receive.

https://t.co/4kBGKHeYlu

#FinancialPlanning #WealthManagement

[Citrine Capital @CitrineCapital]

As AI reshapes income trajectories, it's also reshaping financial decisions. Citrine's Samantha Mockford notes in @nytimes that when future wealth is uncertain and asymmetric, planning has to consider multiple outcomes, not just today's balance sheet. https://t.co/7B5F5jwDgF

[Citrine Capital @CitrineCapital]

What does “tech-savvy” really mean to clients?

It’s not about more tools or data, it’s about clarity. As Citrine's Samantha Mockford notes in @finplan, the right technology reduces friction and focuses clients on what matters.
https://t.co/dCYz1uLJEh

#WealthManagement #FinTech

[Citrine Capital @CitrineCapital]

How you custody Bitcoin matters as much as owning it. ETFs, self-custody, multi-sig, and insured custodians each involve trade-offs around control, security & long-term planning. @JKembikian's breaks it down.

https://t.co/LxhiqCjLTS

#Bitcoin #DigitalAssets #WealthManagement

[Citrine Capital @CitrineCapital]

AI is transforming how the world computes.
Bitcoin is transforming how the world stores value.

In our latest piece, @JKembikian explores why the AI boom may ultimately strengthen Bitcoin at the intersection of energy, trust, and decentralized networks.

https://t.co/PTKSIfvQab

[Citrine Capital @CitrineCapital]

We’re proud to see our co-founder @JKembikian, CFP® featured in Financial Planning, offering valuable insight on the often-overlooked tax implications of spot Bitcoin ETFs.

https://t.co/XeBntiV1vp

#thoughtleadership #bitcoin #ETFs #taxstrategy #wealthmanagement

[Citrine Capital @CitrineCapital]

We’re excited to welcome Rebecca Reimnitz, CFP® to Citrine Capital as our new paraplanner. With 5+ years in financial planning, she brings valuable experience and a passion for supporting both advisors and clients.

Welcome to the team, Becca!

[Citrine Capital @CitrineCapital]

No reserve currency lasts forever. The U.S. dollar is no exception.

In our latest piece, @JKembikian explores what history shows happens during reserve currency transitions and what it means for protecting real purchasing power.

https://t.co/52bdzOWnnr

[Wyatt O'Rourke @wyattorourke_]

If you want to learn more about how to incorporate Bitcoin into your services as a financial advisor, tune in to The Bitcoin for Financial Services Podcast with @jordanguess and myself today.

The full episode with @JKembikian is available here:

Spotify: https://t.co/wTSt38yu1G
Apple Podcasts: https://t.co/QguTEFWnUf
Fountain: https://t.co/SPFCaYfBWz
YouTube: https://t.co/i9NEVR9Kz4

[Citrine Capital @CitrineCapital]

Happy Holidays from our family to yours 🧡

[Citrine Capital @CitrineCapital]

Tech liquidity events are back.
Tender offers and secondary programs are returning in 2026, and employees with equity need to be ready. Our latest blog walks through the biggest mistakes to avoid and how to prepare.
https://t.co/UYBGiD9VHC

#EquityCompensation #LiquidityEvents

[Citrine Capital @CitrineCapital]

@Investopedia's recent article features Citrine’s Samantha Mockford, CFP®, AFC® on bond funds vs. individual bonds. She explains how bond funds diversify risk, helping investors avoid losses from a single poor-performing bond.

Read more: https://t.co/jDM2F0oO7E