4 Things To Know About Robo-Advisors

We live in an age where algorithms and ‘apps’ increasingly determine how we receive services. They are particularly useful for the discretionary services we often use for getting from point A to point B (Uber), finding an economical and unique place to stay (Air BnB) or getting the best price for an airline ticket (Expedia, […]

What to Look for in a Money Manager

When it comes to hiring a money manager, investors have no shortage of options. But that’s also part of the problem. Finding the right manager is challenging and stressful, especially when you are likely trying to live stress-free. So, in an effort to make your search easier, we’ve compiled 10 good questions you might ask each […]

6 Year-End Planning Tips

Time flies by when the holidays arrive which means the New Year will be here before you know it. For investors, that gives you just over a month to take care of a few important year-end planning items. To make this easy, here is a checklist for you… Required Minimum Distributions (RMD) – if you […]

What Market Volatility Means for Retirees

Recent market volatility has some investors on edge. From August 18 – August 25, 2015, the S&P 500 declined over 10% and in noisy fashion, with big down days and media reports instilling fears of an impending global economic slowdown (rooted in China). Those six trading days alerted many investors to the possibility that this […]