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Advisor Tech Talk (5/10/22)
By Christopher Robbins
Look. Out. Below.
If you own stocks, bonds or...
The “Nifty Fifty?” Where Are They Now & Why Does It Matter in 2022?
Now that financial markets have entered into long term bear market declines (yes, 'tis true....bear markets exist) it...
REAL CLEAR CRYPTO: The Future of Crypto, Part 2
Today, there is an ongoing scramble among global powers to understand cryptocurrencies and use them—and their underlying blockchain and distributed ledger technologies—for their own benefit.
WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
REAL CLEAR CRYPTO: The Future of Crypto, Part 1
Over the past 11 years, blockchain technology and cryptocurrencies have proliferated, moving from a fringe technology and financial movement to a major current in the mainstream.
Advisor Tech Talk (4/12/22)
Have we reached peak fintech?
Last week was full of fintech and wealthtech headlines, but...
The Taylor Report (3/29/22)
IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.
REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...
Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.
INTELLIGENCE FOR GROWTH: Managing the “Many-Headed Hydra” of Risk
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.
Advisor Tech Talk (3/29/22)
I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...