As you know, MyRoboAdviser has partnered with Betterment for Advisers as our technology platform to deliver our proprietary 3-dimensional Endowment investment models to our clients. Betterment’s technology engine powers the goals-based advisory services, investing process, rebalancing, tax loss harvesting and other important functions to help...
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 to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 0.33% for the same...
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 the 3rd year of the awards, which recognizes financial advisors who use their media platforms...
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 compares to the Global 60-40 Portfolio (60% Stocks, 40% Bonds), which gained 3.61% for the...
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 31, 2018. This compares to the S&P 500, which declined 4.38% for the same...
MyRoboAdviser’s™ New User Experience: MyRoboAdviser’s user interface has recently been updated with a new fresh look, intended to help improve the client experience. The improvements were based upon customer driven feedback. A new tool for retirement planning has also been added. Three major elements have changed and...
Endowment Index™ Declines 0.36% During Q1 2018 The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) declined .36% (on a total return basis) for the quarter ended March 31, 2018. This compares to the S&P 500, which fell 0.76% for the same period. Link to Print...
APPLETON, Wis., Jan. 8, 2018 /PRNewswire/ -- The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) gained 17.6% (on a total return basis) for the year ended December 31, 2017. This compares to the S&P 500, which gained 21.8% for the same period. The Index began the year at...
APPLETON, Wis., Oct. 6, 2017 /PRNewswire/ -- The Endowment Index™calculated by Nasdaq OMX® (symbol ENDOW) closed at an all-time high of 1,215.48 to end the third quarter of 2017, an increase of +4.07% on a total return basis over its 2Q closing price. Comparatively, the S&P...
Led by private equity and broad-based global equities, the Endowment Index™calculated by Nasdaq OMX® powered 3.80% higher for the second quarter of 2017. Continuing upon the +4.95% gain posted in Q1, the Index has gained 8.94% through June 30th. Read the text of the below...