Robo advisors, or fully automated online investment platforms, are springing up quickly, appealing mainly to new and younger investors. But does that mean that they’re right for every investor, in all circumstances? Are there times when you might be better off with a traditional investment advisor, rather than a robo advisor? Yes!
Saving and investing are two key aspects of building a strong financial foundation that supports your future. Saving can help you deal with unexpected expenses or help you afford your goals, while investing can help build wealth over the long-term. But when it comes to your regular paychecks, how can we put these smaller figures […]
The federal government has a veritable list of alphabet soup agencies that largely operate behind the scenes. You are probably already familiar with the SEC but there are other financial sectors who play a big part in the success of your investments. Agencies like FDIC, SIPC and FINRA do much to add both confidence and […]
Barron’s magazine, a leader in journalism for everything business and finance, recently released their annual broker survey. This survey, now in it’s 20th year, looks at the best online brokers and evaluates them on a variety of measurements: technology, usability, offerings, amenities, portfolio analysis, customer service, and cost.
When someone mentions millennials, we often think of spoiled kids who have no idea what the “real world” is like. While that’s the stereotype of millennials, the reality is that the rising generation has a lot to teach the rest of us about investing. Before you write-off millennials, here are 4 things that they might be […]
Over time, investors find that their portfolios become increasingly complicated and cluttered. I was surprised a few months ago when I looked at my situation and discovered I had several accounts with various discount brokerages. Not only that, but I had been trying a few investments here and there, resulting in overlap. I also had […]
Technology has made it easy to spend all day checking our iPhones, tablets, and laptops. In fact, it’s become so accessible many of us are guilty of following stock tickers and other related streams of financial information for hours every day. How do you get anything else done, like work — or even keep a […]
“People come to the end of the year and the beginning of a new year, with ambitious goals,” says Lauren Brouhard, Senior Vice President at Fidelity Investments. “Unfortunately, a lot of times life gets in the way.” It’s not uncommon to set New Year’s goals related to money, but we easily get derailed and lose […]