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I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty.  I just can't be short, so I am neutral.

Not during the day. Talking about the vodka. But, figuring out confusing, complicated financial markets and global events is an all day job. Then when...

Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...

With everything going on I am going neutral on BTC, ETH & GOLD for now. Short S&P 500. Old saying on the trading floors...."I'd rather be out of the markets wishing I was in rather than in the markets wishing I was out."

Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...

Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom trategies.

Inflation (CPI) came in a bit hotter then expected last week, gold rallied, bitcoin rallied and declined which is what the S&P 500 did. All a big yawn....except for bitcoin/ethereum.

Well, well, well.  AI - gotta love it or hate it - or both.  Right now, we're personally teetering between love and hate, truth...

72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.

Only a few days left in February. 17% of 2024 is gonna be gone. Hope it has been a good two months. If you have been in Bitcoin, Ethereum or AI stocks, congrats.