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07 May Make Your Investing Easier and More Accessible with an App

Posted at 18:43h in General by Admin 0 Comments

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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...

06 Feb Using App-Passwords to Sync MyRoboAdviser™ Account to Other Institutions

Posted at 17:56h in How To's by Admin 0 Comments

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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....

09 Jan Press Release: Endowment Index™ 2018 Performance Update

Posted at 18:59h in Endowment Index™, Recent News by Admin 0 Comments

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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...

11 Dec Closing the Behavior Gap

Posted at 20:59h in Investing, Personal Finance by Admin 0 Comments

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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...

20 Nov Tax Impacts of Making Changes to Your Portfolio at MyRoboAdviser™

Posted at 18:51h in Investing, Personal Finance, Tax Strategy by Admin 0 Comments

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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...

30 Oct Dollar Cost Averaging

Posted at 20:00h in Investing, Personal Finance by Admin 0 Comments

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What is Dollar Cost Averaging? Dollar cost averaging is the practice of investing a fixed dollar amount into an investment account at set intervals, such as weekly or monthly, regardless of...

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07 May Make Your Investing Easier and More Accessible with an App

06 Feb Using App-Passwords to Sync MyRoboAdviser™ Account to Other Institutions

09 Jan Press Release: Endowment Index™ 2018 Performance Update

11 Dec Closing the Behavior Gap

20 Nov Tax Impacts of Making Changes to Your Portfolio at MyRoboAdviser™

30 Oct Dollar Cost Averaging

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