Category: Personal Finance

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This month brought with it a variety of robo-advisor news. From new offerings for UAE residents to reminders about how successful diverse portfolios can be, February brought a lot of updates to the robo-advisor world.Overall, robo-advisors are still ...
I’ve been managing investments for decades!From asking my cousin how to invest, to researching and picking stocks on my own to becoming a professional investment portfolio manager, I’ve searched for the perfect investment management stra ...
Learn About Sustainable Investing and How to Invest With a Sustainable Robo-Advisor – SustainfolioThis two-part guide will educate you about sustainable investing and introduce you to a robo-advisor who can seamlessly invest your money sustain ...
Expert Betterment Review 2019Get the Answer to; ‘Should I Sign Up With Betterment’ QuestionThe Betterment robo-advisor checks all the boxes.I was a podcast guest several years ago and asked the host if she used a robo-advisor to manage ...
10 Savings Account Alternatives – Not Under Your MattressBy, Greg JohnsonDespite recent Fed rate hikes, savings account returns stink!With many banks offering an APY rate of 0.05% or less, using a bank savings account as a long-term investme ...
When Should I Pay For A Robo-Advisor?By staff columnist, Alexandra DeluiseWith so many robo-advisors offering low-to-no fee services, it can seem like a no-brainer to choose the most affordable robo for your investing needs. After all, the more mon ...
M1 Finance and Personal Capital: Head-to-Head ComparisonDig in and find out the similarities and differences between M1 Finance and Personal Capital. Learn which one’s best for you.In this technologically-driven, always moving world, few thin ...
Do a Premortem to Avoid the ‘Buy High – Sell Low’ ProblemWe’ve all heard the old adage:Buy low – sell highBut how many investors actually follow this ‘best investing practice’?Are you guilty of this big ...
Robo-Advisor PerformanceAs a multi-decade investor I know the pull of high investment returns. It’s wonderful to imagine that a fund’s 20% one-year returns will continue into the future. Many investors make that assumption and jump in to ...
Take These Steps Before You Buy a HomeSo you’re thinking of buying a home in Texas—congratulations! Between Texas mortgage payment calculators, reality agreements, and FICO scores, there is a host of information to process as you make your home owne ...
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