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...
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...
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...
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...
The Roth IRA was established by the Taxpayer Relief Act of 1997 and named after one of its chief proponents, Senator William Roth of Delaware. The primary difference between a...
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...
