Is Robo Advising Right For Me?

July 02, 2014

There’s been a lot of buzz recently on the idea of investors using robo-advisors to manage their investment portfolios rather than human advisors.  If you are not familiar with the term, a “robo-advisor” is an online financial advisory service that uses a basic investment philosophy to create software programs that can manage a person’s investment portfolio automatically.  The argument for using this type of approach rather than a human advisor goes something like this: if an investment portfolio using fundamental investment strategies can be implemented automatically with a computer, then why pay for human involvement? Continue reading “Is Robo Advising Right For Me?”

Is Your Investment Portfolio Missing a Key Ingredient?

April 22, 2013

Do you have a written plan in place to guide your investment decisions? If not, how will you know if your investment plan is on track to meet your financial life planning goals? An excellent way to make sure that you follow an investment plan and have a measurement stick in place to track your progress is to setup an investment policy statement. Continue reading “Is Your Investment Portfolio Missing a Key Ingredient?”