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Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones

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By Michael Nessim and Douglas Blake, Kingswood U.S. Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...

The Taylor Market Report (2/7/23)

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Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.

Decentralized Diaries For The Week of 2/7/23

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By Christopher Hamman Crypto winter is thawing out, or so it seems.  Shocking revelations showed that 86% of Tether Holdings was controlled by only...

The Taylor Report (1/31/23)

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It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

How the Pandemic Changed In-Person Events – For the Better

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The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...

REAL CLEAR CRYPTO: Bitcoin at $23,000… to Chase or Wait?

So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is trading just shy of $1,600. 

AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2

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As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

Top 5 VC Deals of the Week in Fintech (2/1/23)

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By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

The Week in Digital Wealth (2/1/23)

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By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

The Taylor Report (1/24/23)

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Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky recession looms larger.