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REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

INTELLIGENCE FOR GROWTH: Managing the “Many-Headed Hydra” of Risk

Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.

Top 5 VC Deals of the Week in Digital Wealth (3/29/22)

The longer we write this column, the more we do a double-take. Seems that we see familiar...

The Taylor Report (3/22/22)

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END OF THE FIRST QUARTER COMING UP. LOTS OF MONEY BEING PUT TO WORK AND PORTFOLIOS BEING "MARKED UP" (window dressing). WAR, INTEREST RATES AND INFLATION STILL MATTER. BE CAUTIOUS.

Publisher Notes For 3/22/22

Friends, every week now it seems things are moving to the forefront in fintech on so many fronts.  This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets.  In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties.  To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow.  READ UP!

AI ILLUMINATIONS: Is April Too Early to Revisit Your 2022 Technology Plan?

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According to Michael Partnow, Head of Wealth Management at JIFFY.ai, an intelligent automation platform, Spring's the perfect time to revisit the annual technology plan.

REAL CLEAR CRYPTO: How Crypto Is Ending The Era Of International State-Sponsored Monetary War

People will be able to use cryptocurrency to send assets held in foreign bank accounts into Russia’s banking system while it is sealed off from the rest of the world due to international sanctions.

The Week in Digital Wealth (3/21/22)

By Gregory Bilecki TWIDW 3/21/22: Russia & Ukraine updates, a pivotal point in time for...

DWN Op-Ed: Between the Lines of Biden’s Executive Order on Digital Assets

Being touted as “the first ever, whole-of-government approach to addressing the risks and harnessing the potential benefits of digital assets and their underlying technology”, President Biden just released his anticipated Executive Order on how he intends to tackle digital asset innovation.

Publisher Notes For 3/15/22

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!