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Decentralized Diaries for the Week of 5/12/25
Things were a mixed bag in the industry. Institutional participation improved as competition continued to thrive. The government continued its engagements, seeking America's leadership...
DWN Publisher Notes For 5/6/25
Friends – major announcements from DWN! We're launching three new AI initiatives for the finserv space! WE ARE READY TO RUMBLE! Check out THE LEAD story below – there's something for every one of our readers. Join us in the AI revolution ... READ UP!
THE LEAD | Dazed, Confused and Lost?
Crazy? That's an understatement. It's no wonder the financial markets are dazed and confused (a theme we have explored in a past post as...
DWN Publisher Notes For 3/19/25
Friends, well THAT was a week! Major surgery - done. Back at work in 6 days - done. Feeling like a new woman and ready to rumble on the digital wealth vibe - check it out below...
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
The Taylor Market Report (2/21/23)
Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner
The Taylor Report (4/26/22)
Don't panic BUT get concerned. When it rains, it rains on all. I have moved both BTC and ETH to neutral. Holding current positions, but not adding or initiating new buys until we see just how nasty this selling becomes.
WEALTHTECH INSIDER: Finding the Dollars-and-Cents Impact of Modern Behavioral Coaching
The past year has shown investors the value of working with a seasoned financial professional, but how do you quantify the benefits of planning, guidance, and behavioral finance?
WEALTHTECH INSIDER: Finding The Dollars-And-Cents Impact Of Modern Behavioral Coaching
For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.