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Here we go - heading into Labor Day - and the deals in fintech are waning somewhat. ...

By Christopher Robbins This week in digital wealth we had a lot of wealthtech activity. So much, in...

By Christopher Robbins This week in digital wealth there was a lot of activity on the margins, but...

By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.

Friends, we understand that with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on the big picture, too. From education to automation to goals based investing to crypto and more - we help you process all the noise. READ UP!

By Gregory Bilecki TWIDW 5/23/22: No bottom for BTC currently in sight, FitRated puts their...

Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS.  We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as we put this newsletter together as well.  Yet in the end, the smart people adjust their game and transcend the chaos - in business and life. And we're here to help you navigate through it all. READ UP!

By Gregory Bilecki TWIDW 5/3/22: Fed News & Market Impacts - watch out for market...

My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...

By Gregory Bilecki TWIDW 4/12/22: Fed News & Market Impacts, and whoa - Walmart, McDonald’s,...