Barron's Advisor Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
Feb 3, 2026
Ric Edelman, bestselling author and founder of a major independent advisory firm and DACFP, shares his entrepreneurial roots and journalism-trained curiosity. He discusses longevity and why retirees may need higher equity exposure. He explains how Bitcoin and stablecoins changed payments, the role of crypto in portfolios, and rethinking careers and college for a longer, cyclical lifespan.
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Plan For Tech And Longevity
- Edelman studies longevity and exponential technologies to anticipate long-term client needs.
- That foresight led him to Bitcoin in 2012 and to found DACFP for advisor crypto education.
Delegate Crypto Expertise
- If you lack time, delegate crypto expertise to a younger advisor or designate a specialist.
- Delegate responsibility but don't abdicate fiduciary oversight in your practice.
Curiosity And Inclusive Mission
- Edelman's continued work is driven by intellectual curiosity and serving underserved households.
- His firm never had account minimums and grew by serving anyone willing to follow advice.
