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12 Jul Endowment Index™ Gained 2.34% in Q2 2019, Up 12.84% YTD

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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...

06 Jun Who is Eligible to Contribute to a Roth IRA?

Posted at 20:29h in General by Admin 0 Comments

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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...

21 May What is Goals-Based Investing?

Posted at 18:41h in General, How To by Admin 0 Comments

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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...

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

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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

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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...

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12 Jul Endowment Index™ Gained 2.34% in Q2 2019, Up 12.84% YTD

06 Jun Who is Eligible to Contribute to a Roth IRA?

21 May What is Goals-Based Investing?

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

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