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Investors are sitting on nice gains with markets drifting lower, elections (hopefully) coming up, a possible government shutdown later this month, incredible amounts of uncertainty, huge debt loads and extreme bullishness. What could possibly go wrong? Answer? A LOT. 

Friends, hope springs eternal (and we're all about PMA), but then, there's that reality thing, too - check out "The Time Has Come. Hope is Raging".  Meanwhile Michael Partnow  provides insights into why leaders must take time to ask, "How am I doing?" And make sure to listen to Dr. Daniel Crosby's latest podcast - all here...READ UP!

Innovation continued to rule the industry, with bad actors continuing to find new ways of performing their nefarious activities. Institutional interest also continued to...

CASH CASH CASH CASH CASH CASH CASH CASH  | It won't matter if you are in AI stocks, gold, bitcoin, index funds or equities in general. Lighten up, reduce risk and raise cash. Its gonna get nasty.

Government interventions did little to stifle innovation and consumer interest. Interestingly, institutional participation looks set to continue for the rest of the year. The headlines: ...

Big call here. Down on the year. If you can't bring yourself to be short, be OUT. The stock market is breathing carbon monoxide. Soon to be much lower. It's gonna get really nasty next month. WHEN MARKETS GO DOWN, ADVISORS TELL YOU NOT TO PANIC. THE BEST WAY TO NOT PANIC IS TO BE OUT BEFORE MARKETS GO DOWN.

Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

Governments continued to exert their influence(s) on the industry, with increasing adoption despite bad actors showing up. Stablecoins are improving the odds of adoption,...

Boy, I hope everyone has a plan. Mine is get neutral and be in as much cash as you can. I have seen and been involved in the 1987 crash, the dot.com bust, the 2008 financial crisis, the COVID crash and a few "extras." THIS is one of the most dangerous times to be in financial markets I have seen. That's a lot.

Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest. The...