Home Search
center - search results
If you're not happy with the results, please do another search
The Taylor Report (3/29/22)
IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.
Fintech Corner: How to Keep Culture as Remote Work Becomes Permanent
Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.
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.
FREE WEBINAR: Generating Income for Investment Clients During Market Volatility
HOSTED by:
Generating Income for Investment Clients During...
The Taylor Report (3/22/22)
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.
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.
Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get...
Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?
The Taylor Report (3/15/22)
THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?
The Taylor Report (3/8/22)
U.S. treasuries and gold got a huge burst in a flight to safety. It won't last. U.S. interest rates are going up (bond prices down). Inflation is getting hot, hot hot. Expect interest rates to surprise to the upside.
REAL CLEAR CRYPTO: NFTs Are Full of Promise—and for Some, Peril
Non-fungible tokens (NFTs) might play a huge role in the future of financial industry, but today, many issuers struggle to use them effectively, and advisors and investors need to be aware of their potential risks.