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The Taylor Report (1/5/21)

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Trading Summary Notes for Tuesday, 1/5/21: What's new? The new year. Happy 2021! What to do now? Do NOT tinker with what's working. Expect BTC, ETH and Gold to keep the upside momentum. Stay long all three. Expect what nobody is expecting; Stocks to go....DOWN. Short S&P 500. Prepare for 2021 to experience inflation.

WEALTHTECH INSIDER: What This Year Means For Financial Planning Tools

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Today, we’re revisiting one of the pillars for success between advisors and clients – planning. As we look ahead to 2021, we have to envision a financial planning landscape that has been altered by pandemic, policy changes, and rapidly evolving technology.

The Grail with Keith Gregg (1/6/21)

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Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.

The Experts Weigh in on Trends in Digital Wealth for 2021, Part 3

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Friends, this is our third and final installment of our "mini-series" on digital wealth predictions for 2021 from the top fintech minds in the industry. We had so many responses this year that we broke this apart into 3 separate installments and this will be our final one.
Press Release 1

1Kosmos Now Available on Auth0 Marketplace

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SOMERSET, N.J., Jan. 4, 2021 /PRNewswire/ -- 1Kosmos, the next-generation, contact-free authentication solution, today announced the availability of 1Kosmos BlockID on Auth0 Marketplace, a newly-launched catalog of trusted technology integrations to extend the functionality of Auth0's identity management platform. 1Kosmos BlockID, an identity solution powered by advanced biometrics and Blockchain technology that verifies the identity of employees and customers who require physical and logical access to facilities, systems, and applications, with the utmost levels of identity and authentication assurance per the NIST 800-63-3 guidelines.
Press Release 1

Redeployment of EB-5 Investor Funds Can Lead to Lawsuits Later — Here’s How to...

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EB-5 fund Managers are not investment experts yet they must make a momentous investment decision when it comes to the redeployment of investor funds. This decision can impact the chances of immigration success for investors — and possibly lead to legal challenges down the road.
Press Release 3

OptionTrax® and Capital Transfer Agency Announce Partnership

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Plan Management Corp. (PMC), the company behind the leading equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a leading Canadian transfer agent, announced today a strategic partnership to offer the OptionTrax platform to Capital Transfer Agency clients.
Press Release 2

AvidXchange acquires Core Associates to become a leader in accounts payable automation for the...

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AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, has acquired Core Associates, the makers of TimberScan and complementary AP solutions trusted by more than 30,000 users nationwide

Keeping Clients on Track for Retirement

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Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...

The Taylor Report (12/29/20)

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Trading Summary Notes for Tuesday, 12/29/20: - What's new? WOW!! Even expecting BITCOIN to go parabolic....when it happens it is something to behold. WOW! ETH above $700. Gold solid. S&P 500? Defying gravity.