Why Adding Digital Assets To Your Portfolio is Important

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Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.

The Grail with Keith Gregg (12/9/20)

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Running a small business is not for the faint of heart. Myriad responsibilities, a surplus of critical decisions and ongoing effort to streamline your day-to-day activities can be dizzying...

How to Improve Data Quality with Data Best Practices

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The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.

The Taylor Report-Bitcoin vs Gold vs Ethereum (1/7/19)

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By Bill Taylor, Contributor/Fintek Capital We compare the price of Bitcoin, Ethereum, & Gold,...

Financial Advisors Increasing With Younger Generations

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Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...

The Grail With Keith Gregg (11/18/20)

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Independence means freedom from outside control. However, it’s not without outside influences or competitive forces...

Practifi Announces Integration with Schwab Advisor Center®

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Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
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When In Doubt, Zoom Out: Crypto & the “Lengthening Cycle Theory”

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Recently, the crypto asset market cap fell from a peak of $2.502 trillion to as low as $1.351 trillion in the wake of growing high-profile concern over Bitcoin’s energy usage. Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here.

The Grail with Keith Gregg (2/17/21)

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As I’m sure many of you feel, your business is your baby. And as you would a child, you want to see your business mature and achieve its full growth potential. There’s no set way to run a business, which means there’s endless ways to grow, innovate and achieve success.

The Grail with Keith Gregg (2/3/21)

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Running a small and midsize business is one of the most challenging professions there is, period. There are so many facets to the jewel that is your business that it’s dizzying trying to manage, improve and make each one shine brightly.