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New Year’s Resolutions (Not Predictions) For Financial Markets

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Contrarian. Making predictions for a new year is nonsense so we won't go there. BUT, new year resolutions? Totally different way to set forth...

Advisor Tech Talk (1/10/23)

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Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...

Top 5 VC Deals of the Week in Digital Wealth (1/10/23)

By Teresa Leno As you can imagine, VC deals slowed a bit during the holidays. But, with the New Year's optimism, new...

STANDARD DEVIATIONS PODCAST: Joy Lere – Overcoming Imposter Syndrome

This week on Standard Deviations Podcast, Dr. Daniel Crosby speaks with psychologist Dr. Joy Lere. Dr. Joy Lere is a psychologist with a practice focused...

STANDARD DEVIATIONS PODCAST: Neil Bage – The Laws of Wealth

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Brian Portnoy. This week, Dr. Crosby is joined by fellow behavioral...

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Power of a Story

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener. In 2010, Stacy Havener founded Havener Capital Partners, an...

MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023

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There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.

The Taylor Report (1/3/23)

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Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believe.

Publisher Notes For 1/4/23

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And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP!

2023: Let’s Keep The New Year In Perspective

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First, HAPPY 2023 to all. Or, here we go again. Keeping things in perspective, there have been 2,023 new years going way back to zero...