WEALTHTECH 3.0: Forget the Transfer—Let’s Talk About the Build

The Class of 2025 is entering a noisier financial landscape than ever. They’ve grown up on Venmo, learned budgeting from YouTube, and are graduating into a world of high debt and even higher expectations.

The Taylor Market Report (5/20/25)

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The evening sky is rosy red and beautiful. But that color is caused by a forest fire burning ever larger. Check your risk tolerance.

DWN Publisher Notes For 5/20/25

Friends – back from a VERY fun and much-needed LA birthday getaway! Now we're back with a fresh newsletter. On the flight home, somewhere in the clouds Bill Taylor found inspiration for this week's "THE LEAD." Don’t miss it, plus our interview with Mark Casady and the latest industry news all right here...READ UP!

The Taylor Market Report (5/13/25)

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Don't look now but BITCOIN is about to take out the all time highs ($109K or so). When it does it's gonna run. $135K-$145K. Bullish and ready.

DWN Publisher Notes For 5/13/25

Friends – it was the best of markets, it was the worst of markets.  THE LEAD this week is a must read.  As always, it's not political, but it IS poignant.  Meanwhile, major fundings are back in the Top 5 VC column and we learn that Steak-n-Shake is about to accept bitcoin in Defi Diaries!  Love it!  Marketing moving news awaits you right here at DWN! READ UP!

The Taylor Market Report (5/6/25)

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There is no reason for the S&P500 index to be “up here” with the valuation it holds. Yet, here it is. I can make a better case for downside rather than upside, but neither is very compelling

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!

DWN Publisher Notes For 4/29/25

Friends - have we told you lately how much we appreciate you? Because we really, really do! And we're feeling the love, too - our pageviews on the DWN website are way up, as are our newsletter opens, and that tells us you're loving our content. Technology matters. Wealthtech matters. AI matters. And we've got more important sector news for you this week...READ UP!

The Taylor Market Report (4/29/25)

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Markets are dazed and confused — tariffs on, off, adjusted. Investors sold and cut risk; buyers are reluctant, volume subdued. No one knows what to do. I’m cautious: low liquidity can move markets 5–10% on a whim. Hard to beat the computers.

The Taylor Market Report (4/22/25)

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Investors around the globe may want to just reduce their U.S. investment exposure. Better said - GET OUT. Which means, lower dollar. Which means, buy GOLD and BITCOIN.