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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!

Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.

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

By Gregory Bilecki TWIDW 5/23/22: No bottom for BTC currently in sight, FitRated puts their...

Implementing technology automation in financial services firms is a human effort intensive process. Major automation initiatives can fail or stall if the wrong people are assigned to the wrong tasks.

For the past several weeks, we've been seeing a reduced highwater level for VC investments in fintech -...

Blockchain technology is forcing entrepreneurship to evolve. But tokenization allows founders like Michael Kisselgof of Popcorn to take things even farther.

The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...

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.

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!