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The Taylor Report (1/17/23)

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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%.

REAL CLEAR CRYPTO: Did We Just Witness the Bottom for Crypto?

BTC, at time of writing, is trading above $21K & has now recovered more than 35% from its November low of around $15K. Other cryptocurrencies have seen even greater recoveries, albeit off even more dramatic declines.

AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1

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As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.

Intelligence For Growth Fireside Chat Series: Featuring Niharika Shah & Meghan McCartan

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Watch as Niharika Shah of TIFIN Wealth and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing. 

The Taylor Report (1/10/23)

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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.

REAL CLEAR CRYPTO: How Blockchain is Changing My Business – 1 of a 4...

In this article, we discuss the 4 ways that blockchain and crypto are changing things for Real Estate Professionals via crypto, tokenization and multiple utilizations of NFTs.

The Week in Digital Wealth (1/10/23)

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By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023

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There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.

The Taylor Report (1/3/23)

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Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believe.

Top 5 VC Deals of the Week in Digital Wealth (1/3/23)

Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth...