Morning Memo
 
Wealth Management Morning Memo

MARCH 10, 2022

TECHNOLOGY

What Biden's Sweeping Crypto Review Means For Advisors

The White House is laying a foundation for regulation of cryptocurrencies, examining the impact of digital assets on everything from national security to the environment.

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The IRS Is a Mess

Tax season is gearing up to be a major headache for financial professionals.

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SPONSORED CONTENT

Protecting a Client’s Portfolio from Drawdown

Our analysis hints that the path ahead could be a little rocky at times, but we must accept some risk to achieve goals.

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INSIDE ETFS PODCAST

Agriculture Investing with Teucrium’s Sal Gilbertie

Teucrium CEO Sal Gilbertie shares how and why he decided to build an ETF franchise focused on commodities.

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Five Factors for Clients Considering Dual Citizenship

For many HNW clients, an additional passport is like a non-traditional insurance policy that’s better to have and not need, than need and not have.

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