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INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

Recession, Elections, Inflation and………What’s Next?

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Well, it's happened. Or, is happening. Global economies have put the Covid19 pandemic in the rear view mirror (oh, except China) with a huge sigh...

WHITEPAPER: Growing Your Advisory Business During a Recession

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Introduction The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...

FREE WEBINAR: Tackling Market Volatility and Recession-Preparing Portfolios

HOSTED by: Tackling Market Volatility and Recession-Preparing Portfolios

The Taylor Report (1/24/23)

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Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky recession looms larger.

Publisher Notes For 1/24/23

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Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

Markets & Baseball: “It Ain’t Over ’til It’s Over”

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It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...

The Taylor Report (1/17/23)

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Sorry bulls. Recessions are NOT bullish. Higher rates are NOT bullish. Uncertainty is NOT bullish. Real estate weakening is NOT bullish. Wake up and smell the reality. S&P 500 (equities) drop anther 20%.

Publisher Notes For 1/17/23

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Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week!  READ UP!

How’s The New Year Going So Far?

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Two weeks down, fifty more to go. This new year (2023 if you missed it) is under way. So with everyone accustomed to instantaneous...