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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...

11 Oct What is the Value of Each Dollar in Your Retirement Account?

Posted at 15:02h in Investing, Personal Finance, Tax Strategy by Admin 0 Comments

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The true value of the dollars in your retirement or investment accounts heavily depends on their location, namely what type of account it is and the tax structure of the...

03 Oct Syncing External Accounts to MyRoboAdviser™

Posted at 14:21h in How To's, Personal Finance by Admin 0 Comments

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Syncing external accounts to MyRoboAdviser™ is simple and easy. To sync an external account, log in from a web browser, scroll down on the home screen and click “Sync external...

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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

11 Oct What is the Value of Each Dollar in Your Retirement Account?

03 Oct Syncing External Accounts to MyRoboAdviser™

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