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Author: Admin

24 Nov Coming Soon: Changes to MyRoboAdviser Investment Models

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...

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15 Jul Endowment Index 2Q 2020 Update

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...

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11 Dec Betterment Cash Reserve

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...

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