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Advisor Tech Talk (7/21/21)

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Wealthtech is flexing its muscle and expansion has been the name of the game. NBA hall of famer Isiah Thomas is looking to capture more of the retirement market pie, while one wealth advisor firm is helping to prepare children for their financial future. Let’s dive in.

The Taylor Report (7/13/21)

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Frustration...Malaise...Summer is here...get used to the doldrums and hit the beach/lake/bedroom and relax...BITCOIN lost 4% (week on week) and is mired in the $30K-$35K area...trading volume is drying up and the media is looking elsewhere for "action"...good!

The Taylor Report (7/6/21)

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The year's 3rd quarter has begun..........summer is well under way (except Australia...happy winter).........and markets are really slowing down...........BITCOIN has stabilized around $35K or a touch under........

Top 5 VC Deals in Digital Wealth Thus Far in 2021

As I reviewed our columns going back to the first of the year, it was abundantly evident that the deal sizes have ratcheted up as the year has progressed. I'll also admit, it felt weird to leave out deals in the $500M - $600M range. But those did not make the list, incredibly.

The Taylor Report (6/29/21)

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BITCOIN and ETH have bottomed...........GOLD is dead (I lowered it to neutral as noted above)..........BITCOIN is back above $35K AND back above the DJIA......ETH is back above $2IK.......and S&P 500 (yadda, yadda yadda) hits new highs (again)
Rusty Vanneman

WEALTHTECH INSIDER: Will Model Portfolios Hurt Your Business? Deconstructing the Arguments

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In a time when advisors are focused on growing sustainable businesses and offering a stand-out client experience, they are sensitive to anything that might impact the value they offer to investors.

Advisor Tech Talk (6/30/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

The Taylor Report (6/22/21)

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What's new? CHINA......first its Elon Musk and then here comes China.........China stomps its big foot and basically shuts down BITCOIN mining in China causing BITCOIN to plunge (down 25% week on week).........Panic hits the crypto market, BITCOIN trades under $30K.........ETH drops under $2,000 (off 30%+ week on week)

The Taylor Report (6/15/21)

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Elon Musk changed his tune.....now comfortable with BITCOIN if mined "in a green way."...looks like he likes the $35K level, too.....Michael Saylor (MicroStrategy) floated a $500M bond to buy more BITCOIN.....filed for $1B secondary stock offering to.....you guessed it.....buy more BITCOIN

The Taylor Report (6/8/21)

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KEEPING SCORE; SO FAR BITCOIN IS RESPONSIBLE FOR CLIMATE POLLUTION,MONEY LAUNDERING, CRIME, RANSOMWARE, COLLAPSE OF FINANCIAL STABILITY, MARRIAGE/RELATIONSHIP PROBLEMS (OK, that's mine)....whatever.