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Scott Martin

Contributor

Executive Editor
The Wealth Advisor

 

A veteran in the business of digital and print journalism, Martin joined The Wealth Advisor in January 2009. His name now appears in most U.S. financial advisors’ inboxes each day as sender of record on the 11 million emails we deploy each month.

 

He writes for an audience of 280,000 wealth and financial advisors including 205,000 registered investment advisors (the largest digital audience of RIAs of any industry publication), managing a staff of 5 editors and 2 researchers to produce daily wealth management news and 8 specialty newsletters focused on top-of-mind industry topics like tax protection, practice management, technology and TAMPs (turnkey asset management programs).

 

He also moderates industry panels and compiles our specialty annual guides on trusts, technology and TAMPs: America's Most Advisor Friendly Trust Companies, America's Best TAMPs and America's Best Trust Technology Buyers Guide.

 

In prior lives he served as lead market writer at CNN, ran Buyside magazine, wrote for Institutional Investor, Research, ALPHA and other publications, and dabbled in hedge fund land.

COVID Accelerates High-Tech Disruption: Are Your Clients In The Hot Spots?

This is clearly an inflection point. Global society remains in the grip of a once-a-century health crisis and an economic recession Federal Reserve Chairman Jerome Powell calls "the worst in our lifetime."

And yet the NASDAQ Composite, loaded with the biggest technology stocks, is deep in record territory. A casual observer focused exclusively on this end of the market would likely be surprised to hear the early pandemic shocks had even occurred.

Take Another Look At Enhanced And Absolute Income

A lot of investors simply want to lock in a reasonable level of income to fund their lifestyle needs. That's a real challenge right now.

Even 30-year Treasury yields are barely keeping up with the core CPI and the Fed remains committed to making sure they stay there. Locking in the income the bond market currently provides seems like a precarious long-term proposition.

Remember When Tech Meant The Future?

We've all encountered the client who wants the portfolio to reflect the world of tomorrow. They crave the thrill of watching the future unfold in real time like it did in the dot-com boom.

Those who were around then remember an era of accelerated and wide-reaching innovation. The Internet was still being built out. Consumer applications were far from ubiquitous.

And the companies at the leading edge were still relatively small. Valuations were speculative, reflecting a lot of hope and confidence in new technologies and new markets.