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Author: Admin

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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21 May What is Goals-Based Investing?

Goals- based investing is a more “client-centric” process that is focused on measuring progress towards your goals rather than a focus on generating the highest possible return or “beating the market”. The process requires investor involvement because you determine your desired tangible outcome and then...

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