Thought Leaders

Listening to 'experts,' and telling yourself inflation has peaked, is like believing in the tooth fairy. Unexpected shocks (and there are many) have yet to hit. Just because they haven't happened doesn't mean they won't.

Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these two seemingly disparate topics are inextricably connected, and as we watch markets further unravel, you should be well-versed in both and ahead of the curve. READ UP! | Cindy Taylor, Publisher

This year, as crypto markets reeled from a months-long fit of volatility & the collapse of the Terra stablecoin, Davos served as an exhibit of the growth, maturity, and prominence of the blockchain ecosystem.

In the absence of a CRM, businesses fall back on doing business by e-mail, phone and paper, which can cause important information to be lost in translation, or lost in general.

Friends, we hope you enjoyed the long Memorial Day weekend! We have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing - market risk, communicating with LGBTQ+ Clients, dissecting the recent Terra USD stablecoin debacle, and so much more. READ UP!

I understand the urge to buy a big dip, but bear markets don't end after a few months. Been there, seen that. Remember, the same people who said inflation was "transitory" are now saying they can manage a "soft landing."

Daniel Crosby, Chief Behavioral Officer for Orion, points out that people spend money in accordance with a psychological hierarchy of needs, prioritizing safety and security first.

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.

NO SIGNS OF PANIC SELLING.....YET. INVESTOR COMPLACENCY HAS NOT BEEN FULLY TESTED.....YET. NOTE: BEAR MARKETS DON'T END WHEN YOU THINK THEY SHOULD. THEY END WHEN THE PANIC SAYS THEY END.

Friends, we understand that with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on the big picture, too. From education to automation to goals based investing to crypto and more - we help you process all the noise. READ UP!