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Advisor Tech Talk (Week of 6/19/23)

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Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...

Publisher Notes For 6/13/23

Friends, change is in the air.  While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP! 

Goodbye, Farewell, Ciao, Cheers, Au Revoir, See You Later (Maybe)

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Time to seriously think about leaving? Just like people have fled states like New York, Illinois and California, both for economic and social reasons, America's...

The Week in Digital Wealth (6/13/23)

By Christopher Hamman The Canadian wildfires and its effects show how fast things can change.  Our thoughts and prayers...

The Taylor Market Report (6/6/23)

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La de da. Stocks only go up. What could possibly go wrong? I was involved in the 1987 crash, the dot com bubble and the 2008 financial crisis. I know what can go wrong. Be very cautious & survive (prosper).

Publisher Notes For 6/6/23

Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP! 

Smarsh Names Vinay Mehta Chief Technology Officer

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Smarsh, the Portland, Oregon-based digital communications compliance and intelligence firm, appointed Vinay Mehta as Chief Technology Officer, this week. He will lead the global Smarsh...

Rethink. Financial Advice Podcast: Overcoming Financial Vulnerabilities w/ Michael Liersch

Are financial advisors addressing their client’s financial vulnerabilities?  In order for your clients to truly understand and make progress on their financial and life...

The Week in Digital Wealth (6/6/23)

By Christopher Hamman Happy new month! As we all heave a sigh of relief with the end of the...

OpEd: Financial Literacy in America – We Must Act Now

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Financial literacy, or financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently. Understanding how to...