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S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.

Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!

Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

This Fall is unlike any other. It is unique. Our thoughts and prayers are with New York residents at this time who have gone through massive...

Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.

Should the current "rulers" of the cryptospace disappear forever? Custodia's Caitlin Long seems to think so. There's a new social login in the Web 3.0 space. Binance...

End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.

Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...

Fairwell, Au Revoir, Adios, Auf Wiedersehen. Tech layoffs are slowing, but many companies are laying off most, if not all, of their...