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BACK OFFICE HEROES: Where Advisory Firms Should Spend their Digital Marketing Dollars

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To make the most of their digital marketing dollars, advisors should prioritize proven strategies for success: website design, search engine optimization, and unique content.

Debt Ceiling. Bank Failures. De-Dollarization. Oh Boy!

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Bad news. Impossible to ignore. Reality is setting in. So while hiding in the bedroom with the lights out, the dreaded sound of a...

“De-Dollarization” Is (Has Been) Underway

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"De-Dollarization." What does that mean? In blunt terms, it means 'we don't want your U.S. dollars anymore.' This is not new news. The move...

REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin)

Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar, which could immediately impact the price of assets that are dollar denominated.

Is the Dollar’s Dominance Eroding?

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If you ignore something long enough don't be surprised when an inevitable "surprise" actually happens. Or rather, don't ignore what's standing right in front...

Gold? Bitcoin? Dollar? What’s the “Real” Value?

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What is a "real" valuation of something? Although there is a lot of discussion currently being bantered about on what the value of bitcoin...

WEALTHTECH INSIDER: Finding the Dollars-and-Cents Impact of Modern Behavioral Coaching

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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

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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.

NFL Panthers’ Star Russell Okung Traded? Yes, Dollars for Bitcoin.

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Last week several news headlines read that Russell Okung, star offensive tackle of the National Football league's Carolina Panthers, would be the first player to be paid his salary in Bitcoin. Not totally true. Almost immediately another headline rang out that, no, he is not being paid in Bitcoin.

Tokenization is Giving Small Investors Access to Multi-Million Dollar Assets

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The idea of an average investor being able to afford a luxury car, fine art or even a Class A real estate property has previously been thought to be unattainable. However, tokenization is revolutionizing the investment process by...