REAL CLEAR CRYTPO: Keep Calm And HODL On – Don’t Worry So Much About...
Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.
Fintech Corner (7/27/21)
The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.
The Taylor Report (7/20/21)
What's new? Crazy week.....flare up of Delta version of Covid.....inflation heats up.....Fed says "yeah, so?.....and bonds rally, yields fall? WTF.....stocks dive, BTC & ETH dip lower (again) and GOLD perks up (a little).
Publisher Notes For 7/21/21
Fintech Friends, this week we delve into AI & blockchain, learn life lessons from a wealthtech behavioral scientist, and visit with our friend and wealthtech influencer, the brilliant April Rudin, plus much more! A truly epic edition! Read up!
WEALTHTECH INSIDER: Building Toward Client And Business Goals, One Day At A Time
My father paid off our home at the age of 35 by keeping his goal front and center in his mind. He did this by tracking his progress with the outline of a home filled with tiny squares, each representing one thousand dollars he owed.
REAL CLEAR CRYTPO: Why Gradual Institutionalization Could Rapidly Accelerate Tokenization Of The World
According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.
Fintech Corner (7/20/21)
Technology has long been a force for unity within financial services firms, but not always in a good way. Historically, companies relied on a patchwork of technology amalgamated over time, offering little in the way of data-sharing.
Publisher Notes For 7/14/21
Friends, this week we provide coverage of some interesting offshore VC deals, a highly inspirational post on crypto and the future of America, and also review bitcoin's increasing acceptance as a form of payment, plus much more! Read up! | Cindy Taylor, Publisher
The Taylor Report (7/13/21)
Frustration...Malaise...Summer is here...get used to the doldrums and hit the beach/lake/bedroom and relax...BITCOIN lost 4% (week on week) and is mired in the $30K-$35K area...trading volume is drying up and the media is looking elsewhere for "action"...good!
WEALTHTECH INSIDER: Rusty Vanneman’s Summer Reading
The primary value of what we do as financial professionals is always shifting. I have found that a bottomless appetite for news and podcasts goes a long way toward understanding how our clients behave and what they need from us. Here are some resources that have piqued my interest this summer.