As you know, MyRoboAdviser has partnered with Betterment for Advisers as our technology platform to deliver our proprietary 3-dimensional Endowment investment models to our clients. Betterment’s technology engine powers the goals-based advisory services, investing process, rebalancing, tax loss harvesting and other important functions to help...
View full release October 15, 2020. Appleton, WI--The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) gained 5.05% (on a total return basis) for the third quarter ended September 30, 2020. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which increased 5.89%...
October is National Cybersecurity Awareness Month and My Robo Adviser wants you to be aware of the resources you need to be safer and more secure online. My Robo Adviser takes information security seriously and we have adopted an information security policy to help keep...
APPLETON, Wis., July 14, 2020 /PRNewswire/ -- The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) gained 15.40% (on a total return basis) for the second quarter ended June 30, 2020. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which increased 12.04% for the same...
Robert Riedl, CPA, CFP, AWMA, Managing Member of ETF Model Solutions (adviser to MyRoboAdviser.com) and CEO and Director of Wealth Management for its affiliate, Endowment Wealth Management, Inc. was recently featured in the article titled Time to Take Control: Informed, Diversified Investors Can Weather Market...
Endowment Index™ 2019 Performance Update The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) gained 20.19% (on a total return basis) for the year ended December 31, 2019. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 19.11%. The Index ended 2019...
MyRoboAdviser™ has partnered with Betterment for Advisors as our technology platform and custodian to provide our services to our clients. Earlier in 2019, Betterment launched “Cash Reserve” which serves as an online savings acccount. The checking account version recently came out as well. The new...
Endowment Index™ Q3 2019 Performance Update The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) declined 0.17% (on a total return basis) for the quarter ended September 30, 2019. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 0.33% for the same...
Robert Riedl, CPA, CFP, AWMA, Chief Financial Officer of ETF Model Solutions, LLC has been named to the Investopedia Top 100 list of the most influential advisors for 2019. This is the 3rd year of the awards, which recognizes financial advisors who use their media platforms...
Endowment Index™ Gains 2.34% During Q2 2019 The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) gained 2.34% (on a total return basis) for the quarter ended June 30, 2019. This compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 3.61% for the...