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S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.

Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!

Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

Time Keeps on Slipping... Amid the uncertainty of world events, the startup community, domestically and abroad, is being impacted. Earlier this year...

  Happy Columbus Day! The FinTech industry continued to move along with TS Imagine's new tools. BBH, the FI giant, added execution services. The BIS continued the CBDC...

Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...

“Inflation is not a problem for our time, it is a problem for all time,” said Michael Ashton on a recent podcast hosted by Rusty Vanneman of Orion Portfolio Solutions.

Friends, notice anything different?  We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all the same great content!  Click here to read the "behind the scenes" on how & why we did it! | READ UP!!

Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.