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Summer (Market) Thoughts With No Answers

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Let's be blunt. It's summer. Time for vacations and travel. Summer also means that financial markets are generally,...

WEALTHTECH INSIDER: Why Today’s Inflation Calls for Goals-Based Solutions

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The recent rise of inflation has certainly created new challenges for investors, said Scott Ladner of Horizon Investments, on The Weighing Machine, a podcast from Rusty Vanneman of Orion Advisor Solutions.

Top 5 VC Deals of the Week in Digital Wealth (7/12/22)

Getting an early jump this week on the Top 5 VC deals of the week and at...

The Taylor Report (7/5/22)

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Inflation may (may) ease a little because of a recession........or, the fed eases off on raising rates to offset a recession which makes rates rise. Neither is good for gold or equities.

Publisher Notes For 7/5/22

Happy 4th of July Week to our US friends! We hope you all celebrated the birth of our beautiful nation in your hometowns. And with that, sending our thoughts and prayers to our friends in the Chicago/Highland Park area. It was truly a weekend of great contrasts and a reminder that every day is a gift. In the meantime, we have more great content queued up for you again this summer week. READ UP! | Cindy Taylor, Publisher

The Taylor Report (6/21/22)

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Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few months (or just because you want them to).

Publisher Notes For 6/21/22

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

DWN Round Table: Tech Drives Growth, Influences Decision Process for Advisor Recruitment

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

Publisher Notes For 6/14/22

Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap. READ UP!

The Week in Digital Wealth (6/14/22)

By Christopher Robbins Just as volatility, recession and inflation have become part of the...