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Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.

By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the...

During our recent trip to Davos, we spent the majority of our time at the “Blockchain Hub”, a centrally located NFT art gallery which also hosted presentations by blockchain developers and thought leaders.

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

Hello VC Friends! WELL......this was an interesting week. So much going on politically and within...

Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us. At its core, the secure digital ledger system of blockchain is built to be one that cannot be ‘hacked’ or altered once the block is validated.

Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few months (or just because you want them to).

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...

Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...