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...
MyRoboAdviser™ has partnered with Betterment for Advisors as our
technology platform and custodian to provide our services to our clients. This
offers you access to a mobile app you can download to...
Prior
to the internet and technology, everyone’s financial accounts were scattered
across multiple institutions and when working with an advisor, you most likely
had to bring an entire box full of paper statements....
Link to Press Release
Appleton, WI January 9, 2018 -- The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) declined 9.09% (on a total return basis) for the year ended December...
What is the behavior gap?
The behavior gap is a term coined by Carl Richards to describe the difference between the higher returns that investors might potentially earn and the lower...
Selling shares in your MyRoboAdviser™ non-IRA accounts is a taxable event. These sales can be triggered by a withdrawal or an allocation change. Betterment, our custodian and technological partner, has...
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