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The Taylor Market Report (10/31/23)
The S&P 500 is a "dead index walking." Be out or short. The downside will be nasty. Again, my opinion, down on the year. Be careful. Continue holding or adding to BITCOIN and ETH positions. GOLD is a hold.
BACK OFFICE HEROES: The Value of a Niche for a Successful Advisory Practice
The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.
Decentralized Diaries for the Week of 10/31/23
It looks like the Fed is still interested in a CBDC, despite objections.
JPMorgan Chase's "JPM Coin" is processing over $1 billion daily for several...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Bridgemark Strategies Launches Free, Online Advisor Business Marketplace
Bridgemark Strategies, an independent consultancy that supports transitions and M&A in the financial advisory space, recently launched a free, curated database of financial advisory...
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.
Fintech Corner: How Wealth Managers Can Stem the Flood of Data
Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1
2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.
The Taylor Market Report (10/24/23)
Just in case you may not have noticed........a new bear market in stocks is now underway. Very stealthy at first. Realize that before all your neighbors do.
Decentralized Diaries for the Week of 10/23/23
SBF's dreams were big.
So former friends and associates say and testify.
Former employees of Ethereum's largest firm sued ConsesnSys CEO Joseph Lubin and Tether's new...