The Taylor Market Report (7/30/24)
Recession talk is floating around but do not worry. The Fed has this and is engineering a soft landing for the economy. Of course they have never done that, they actually caused the inflation problem (or shared responsibility) and yet people still believe in the Fed Fairy.
DWN Publisher Notes For 7/31/24
Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024. Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!
MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices
Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.
LESSONS IN POP CULTURE | Beverly Hills Cop 4: Axel F
By Michael Partnow
The highly anticipated Netflix release of the latest Beverly Hills Cop did not disappoint! If you are looking for an action-packed comedy...
The Taylor Market Report (7/23/24)
The next few months leading up to the November election are going to be full of surprises. Economic numbers are going to be a lot less meaningful as the focus becomes "poll watching." The eagerly awaited (possible) interest rate cut by the Fed is probably already in the market.
DWN Publisher Notes For 7/24/24
Friends, last week's Publisher Notes went a bit viral. Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!
MARTECH MINUTES: Why Advisor Marketing Starts with Investor-Focused Content
Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.
The Taylor Market Report (7/16/24)
Potential interest rates cuts, a softening labor market, geopolitical events and earnings mean nothing. A crazy guy with a gun and markets go crazy. Now I'm feeling older.
DWN Publisher Notes For 7/17/24
Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!
MARTECH MINUTES: How Investor Acquisition Starts with Financial Education
Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial education.