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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!

Friends, as you read this, we're taking time off to visit Yellowstone for my birthday. Another year older, (hopefully) wiser & definitely more grateful.  In the meantime, we have PHENOMENAL new content for you this week addressing important market issues and so much more.  READ UP!

By Christopher Robbins I’m still an optimist To borrow a bit from...

Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

Friends, this week we explore what may be driving the unusual Bitcoin markets, review our top VC deals (Brazil brought us the "winner" this week) and explore Tesla's latest exploits in crypto mining, plus so much more. READ UP!  Cindy Taylor | Publisher

The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.

Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.

It’s ten days until the tax deadline and I haven’t even started. That’s an old...

Some new names in our column this week (hooray) with a blend of fintech genres. Remember, we...

Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.