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Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!

Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky recession looms larger.

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

Sorry bulls. Recessions are NOT bullish. Higher rates are NOT bullish. Uncertainty is NOT bullish. Real estate weakening is NOT bullish. Wake up and smell the reality. S&P 500 (equities) drop anther 20%.

Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week!  READ UP!

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Carl Richards. Carl Richards is a Certified Financial Planner™ and creator...

Inflation is like a New Year's resolution. You put on 50 lbs. eating too much. You resolve to lose weight, you drop 25 lbs, but you are still 25 lbs. heavier. Inflation eases to 6.5% from almost 8%. It's not bullish.....and you're still overweight.

Friends, we're excited to launch two new features this week - a new podcast series, Standard Deviations, and a new content series, Martech Minutes. We think you'll love them both!  READ UP!