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Case Study: What is Wealth Crash Test and How it can Help You

Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can even create a risk diagnostic report on the lead’s 401(k) plan using our Portfolio Crash Tester.

Yon Perullo

14 Feb 2019

Tax the Rich: Let Them Stop Eating Cake

Taxing the rich is not a new idea by any means. But the call to take more money from them has become louder. People with some power to act have begun to unabashedly call for...

Yon Perullo

08 Feb 2019

Chuck’s Gambit: Spend Your Tax Windfall Like We Tell You To!

On Monday, senate minority leader Chuck Schumer and senator Bernie Sanders wrote a New York Times Opinion piece that, quite frankly, left me a bit puzzled. I understand why the piece, titled “Limit Corporate Buybacks”,...

Daniel Satchkov

04 Feb 2019

How Cryptocurrency Can Still Take Over The Internet: Part II

In a previous post I explained why most of the common criticisms of cryptocurrency (and Bitcoin specifically) are off the mark or are simply disingenuous. At this point, I would like to explain the real...

Gennady Prokofyev

04 Feb 2019

More Advisors Now See Opportunity Instead of Competition in Technology

Financial advisors are less intimidated by the risk of technological progress taking their jobs rather than they were a few years ago. Indeed, there are signs that advisors are becoming more comfortable with technology, especially...