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Publisher Notes For 6/7/22

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

Publisher Notes For 5/31/22

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!

The Taylor Report (5/31/22)

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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."

The Week in Digital Wealth (5/31/22)

By Christopher Robbins In this week’s Advisor Tech Talk column, we discussed how the...

Advisor Tech Talk (5/31/22)

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By Christopher Robbins There are several different aphorisms attributed to various philosophers that all...

INTELLIGENCE FOR GROWTH: Stepping Up Your Communication and Service to LGBTQ+ Clients

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.

The Taylor Report (5/24/22)

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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.

Publisher Notes For 5/25/22

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!

Remember the “New Normal?” Poof! Its Gone.

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A whole decade (plus or minus) of getting used to "the new normal" and then in just a...

The Taylor Report (5/17/22)

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Lighten up on ALL positions. It may be a losing proposition, but cash is king/queen. Participate in market moves BUT with smaller positions. Volatility (yes, it's still lurking) demands reduced risk.