WEALTHTECH 3.0: Uncertainty Isn’t the Enemy — It’s the Opportunity
While no one knows exactly where the market will land on any given day, one thing is certain: sales doesn’t wait for certainty. You don’t need a prediction model — you need a playbook.
The Taylor Market Report (4/8/25)
Well, wasn't the past week special. That sell off probably feels like getting hit by a speeding semi-trailer truck. Of course if you were short, it's nirvana. Which now begs the question: is it over? Ah, I'm afraid not.
DWN Publisher Notes For 4/8/25
Friends, in President Clinton’s words: “it’s the economy, stupid.” We get it—many of you are hearing from anxious clients after the tariff news, despite some market rebounds. After rough days post-April 2, now’s the time to lean on top wealthtech for top advice—and we’ve got the latest right here...READ UP!
The Taylor Market Report (4/1/25)
It would seem that a whole lot of selling, or lightening up on positions, took place over the past few months. Does that mean any good news will be cause to get really bullish? Uh, no. Friday brings NFP (non farm payroll numbers) which may trigger recession talk.
DWN Publisher Notes For 4/1/25
Friends, lots of news in wealth management this week, check it all out in Advisor Tech Talk. And in our weekly AI podcast, we look at the relatively short but incredible history of NVIDIA...READ UP!
The Taylor Market Report (3/25/25)
I have moved BITCOIN and ETH to bullish and both GOLD and the S&P 500 to neutral....for now. I am not sure Trump wants to create a huge market sell off and will manipulate tariffs to keep that from happening.
DWN Publisher Notes For 3/25/25
Friends, we have been absolutely gobsmacked by the interest in AI thru our sister brand AI&Finance. Many of our columns regularly exceed 2,000(!) pageviews weekly and the audience continues to grow. Meanwhile, more industry news to report below...
The Taylor Market Report (3/18/25)
We are looking at a few months of bad news. If you realize that, it makes common sense to lighten up/get out before the end of the quarter. Hold your buying power and watch out. Work on your March Madness brackets.
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...
WEALTHTECH 3.0: Beyond the Status Quo – The Power of Relationships and Trust in...
For decades, discussions about progress in business have centered on metrics—diversity targets, funding gaps, and hiring numbers. But what if we’ve been measuring success the wrong way?