Motif Impact portfolios - Review
Robo Advisor Reviews

Motif Impact Portfolios Review – Make a Difference With a Socially Conscious Robo-Advisor

Motif Sustainable Automated Investing  Review Motif Platform Recap Motif Investing is a low-cost way to create your own portfolio and get actionable investment ideas. As we wrote in “Robo-Advisor vs. DIY – Motif Is For All Investors” you can become your own mutual fund manager for a low fee. Motif portfolios are collections of 30 stocks, which investors can buy pre-made or design themselves. DIY investors choose from scores of Motif’s representing market sectors, such as tech or healthcare, to investment approaches such as momentum …

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Betterment Review - Should I Sign up with Betterment
Robo Advisor Reviews

Betterment Review 2019 – Should I Sign Up for Betterment?

Expert Betterment Review 2019 Get the Answer to; ‘Should I Sign Up With Betterment’ Question The 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 her investing. She disclosed that she invested with Betterment. Curious, I looked into Betterment, and discovered a treasure trove of features to help both the novice and advanced investor manage her portfolio for a low fee. I decided to invest with Betterment myself. You …

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Acorns review app. Acorns robo-advisor for small investors.
Robo Advisor Reviews

Acorns Review App 2019 – Is Acorns Worth It?

Acorns Review – Turn Your Spare Change into an Investment Portfolio Columnist, Kevin Mercadante Acorns App Expert Review If you’ve had difficulty saving money in the past, Acorns could be the app you’ve been waiting for. Not only does it help non-savers become savers, but it also turns those savings into investments. And as it does, Acorns manages those investments for you. Acorns is both a micro-savings app, and a robo-advisor investment platform all in one. It enables you to save money by collecting what …

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SoFi Invest automated investing
Robo Advisor Reviews

SoFi Invest Review 2019 – (formerly SoFi Wealth) – Expert Analysis

Staff Columnist, Kevin Mercadante SoFi Invest – SoFi Automated Investing Review SoFi Wealth recently rebranded as SoFi Invest! The newly launched SoFi Invest adds 3 verticals to the SoFi platform. The SoFi Invest category includes: Active Investing – This SoFi stock investing platform allows you to buy shares of stock or even partial shares and get started investing on your own, for free. Automated Investing – The SoFi robo-advisor invests your money in diversified exchange traded funds, or ETFs and manages it for you. SoFi …

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Titan Invest Review
Robo Advisor Reviews

Titan Invest Review 2019 – Hedge Fund Strategy for the Small Investor

Titan Investing Review – Expert Analysis of Hedge Fund Investment App Titan Invest launched with a splash to help the little guy or gal invest like a big-time hedge fund manager. This Titan Invest review digs into every corner of the app, including the strategy and app design. As a former portfolio manager, I put Titan under the microscope, investigated the features, and compared the Titan app against other robo-advisors. The company’s unique selling proposition is that Titan investors have a chance to compete with …

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E*TRADE Core Portfolios Robo-Advisor Review
Robo Advisor Reviews

E*Trade Core Portfolios Review 2019 – Expert Robo-Advisor Analysis

E*TRADE Core Portfolios Expert Review E*TRADE Core Portfolios is the robo-advisor program offered by the well-known E*TRADE Capital Management brand. The E*TRADE robo-advisor offers automated professional investment management with a competitive fee structure and access to financial consultants. Similar to other robo-advisors, E*TRADE Core Portfolios combines various asset classes, or types of investments, to create a low-fee diversified mix of exchange traded funds (ETFs). Following the proven Modern Portfolio Theory (MPT), E*Trade Core Portfolios combines U.S. stock, international stock and bond funds to minimize risk …

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sigfig review performance image
Robo Advisor Reviews

SigFig Review 2019 – Expert Analysis of Low Fee Robo-Advisor

Staff Columnist, Kevin Mercadante SigFig Robo-Advisor Expert Review SigFig is a robo-advisor that manages your account while it is held in popular investment brokerage platforms, like Schwab, Fidelity, and TD Ameritrade. They offer comprehensive portfolio management, and at very reasonable fees. SigFig provides two different portfolio management levels, one free and the other paid: 1.  Sigfig Portfolio Tracker: Free investment tracking and analysis tool. 2. Managed Portfolio: A comprehensive investment manager with many features including tax-loss harvesting. In fact, SigFig was listed as one of …

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M1 Finance returns_ best robo advisor returns
Robo Advisor Reviews

M1 Finance Review 2019: Free Robo-Advisor + You Choose Your Investments

M1 Finance Review Are you a DIY investor who wants the flexibility to choose your investments (from 1,000’s of ETFs and stocks)? Do you want to buy and sell investments for FREE? Would you like the opportunity to select pre-made investment portfolios? Are you interested in letting someone else rebalance your investments for you? Do you want a company to help you invest for a secure financial future? If you want to invest to build wealth and financial security, then consider M1 Finance. Get started …

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Ally Invest Managed Portfolios Review
Robo Advisor Reviews

Ally Invest Managed Portfolios Review 2019 – Returns, Funds + More

Ally Invest Managed Portfolios Expert Review Best known as one of the top online banking platforms, Ally Bank acquired TradeKing in 2016, forming Ally Invest. The new division serves as Ally’s investment arm, offering a robo-advisor platform along with self-directed investing that includes stocks, bonds, mutual funds, ETFs, options, Forex and futures. The TradeKing robo-advisor was restructured into Ally Invest Managed Portfolios (originally named Ally Invest Advisors). But Ally Invest Managed Portfolios isn’t simply TradeKing Advisors renamed. Ally Invest has revamped nearly every corner of the …

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Fidelity Go Review
Robo Advisor Reviews

Fidelity Go Review 2019 – Expert Analysis of Fidelity Robo-Advisor

By, Kevin Mercadante and Barbara Friedberg Fidelity Robo-Advisor Review by Professional Investor Fidelity Go is an online, automated investment platform, commonly known as a robo-advisor. It is the robo-advisor arm of Fidelity Investments. Fidelity Investments is one of the largest investment brokerage firms in the world, offering brokerage services, a large family of mutual funds, retirement services, wealth management and life insurance. In fact, as a former portfolio manager, I regularly consumed Fidelity’s stock research resources. As of December 2018, the company had $2.4 trillion …

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Swell Investing App Robo-Advisor Review
Robo Advisor Reviews

Swell Investing App Review 2019 – for the Socially Conscious Investor

Robo-Advisor for the Socially Conscious Investor – Swell Investing App By staff columnist, Alexandra Deluise Update: The Swell Invest robo-advisor has closed it’s doors. “Our journey began as a mission that every dollar you invest would have a positive impact on the world. Together, we built a product that allows you to invest in companies innovating to solve global challenges. ‍ While we’re incredibly proud of what we’ve accomplished together, Swell was not able to achieve the scale needed to sustain operations in the current market. …

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TD Ameritrade Essential Portfolios Robo Advisor and Selective Portfolios with Human Advisor
Robo Advisor Reviews

TD Ameritrade Essential Portfolios Review 2019

TD Ameritrade Essential Portfolios and Selective Portfolios Expert Review – 2019 TD Ameritrade Essential Portfolios is the fully automated robo-advisor program offered by TD Ameritrade, one of the world’s biggest financial institutions. Their Selective Portfolios option is the rebranding of Amerivest as a hybrid robo-advisor with a digital plus human advisor platform. This TD Ameritrade Essential Portfolios Review is unique and also offers expert commentary on the TD Ameritrade Selective portfolios. Are you curious, “Does TD Ameritrade have robo-advisors?” The answer is a resounding “yes.” …

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TIAA robo advisor personal portfolio review
Robo Advisor Reviews

TIAA Personal Portfolio Robo-Advisor Review 2019

TIAA Robo-Advisor Expert Review By, staff columnist Kevin Mercadante The addition of a robo-advisor platform with a strong emphasis on retirement savings is a natural evolution for a major financial company like Teachers Annuity Association of America, otherwise known as TIAA. The company’s name is practically synonymous with retirement plans, and they offer all types. TIAA Personal Portfolio Robo Advisor can be used for taxable investing as well as retirement. But their goal-based investment planning makes this robo-advisor particularly user-friendly. They offer three different portfolio …

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Best WiseBanyan Review - Account Overview Dashboard
Robo Advisor Reviews

WiseBanyan Expert Review 2019 – Free Robo-Advisor

The Best WiseBanyan Free Robo-Advisor Review – 2019 News flash! WiseBanyan was bought by Axos Financial and will soon be rebranded as Axos Invest It seems as if everywhere you turn, you’re getting the advice to start investing now. That’s because your retirement future is now your responsibility. Even if you have a good job, the days of a company pension are long gone. Social Security benefits won’t be large enough to live on when you retire. So, if investing for your retirement, or other …

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Wealthsimple review - robo-advisor with niche plans for specific investors.
Robo Advisor Reviews

Wealthsimple Review 2019 – What is Wealthsimple?

Wealthsimple Expert Review 2019 Based in Toronto, and with operations in the US and the UK, Wealthsimple is a Canadian based robo-advisor. The platform was launched at the beginning of 2017, and now has more than $4 billion in assets under management and 120,000+ clients internationally. Every time I update this review, I’m impressed with the new features. If you’re looking for a robo-advisor that offers a lot, read on. The firm is backed by $165 million in capital provided by the Power Financial Group, …

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Expert Wealthfront Review + Analysis. Find out if Wealthfront is worth it.
Robo Advisor Reviews

Is Wealthfront Worth it? Wealthfront Review 2019

Is Wealthfront Worth it? – Expert Wealthfront Review – 2019 One of the premier robo-advisors, Wealthfront isn’t resting on its laurels. The Wealthfront robo-advisor is innovating to remain one of the most popular automated investment advisors in the fintech universe. What is Wealthfront? Wealthfront is one of the largest robo-advisors or digital investment managers with $15 billion assets under management. Offering low investment management fees, Wealthfront employs state of the art research to craft an efficient, diversified investment portfolio. This means that your investments are …

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Zacks Advantage Robo-Advisor Review
Robo Advisor Reviews

Zacks Advantage Robo-Advisor Review 2019

Zacks Advantage Expert Review Zacks Advantage is an actively-managed automated investment advisory service. The company is based in Chicago, and was formed in 1992 as Zacks Investment Management, a wealth management boutique which is owned by Zacks Investment Research. This actively managed robo-advisor owns a #1 ranking by the Robo Report for the last two quarters of 2018 from among the top 26 robo-advisors. Review: Best Robo-Advisor Performance Zacks’ is one of the largest investment research firms in the US. As a portfolio manager for …

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Ellevest Review-Get indepth analysis of pros + cons of robo advisor for women.
Robo Advisor Reviews

Ellevest Review 2019 – Robo-Advisor for Women

Expert Ellevest Robo-Advisor Review Staff Columnist, Kevin Mercadante Ellevest – Invest Like a Woman. That’s the whole point of Ellevest. It’s a robo advisor investment platform designed specifically for women. We don’t want to get preach-y but, women, when you actually get into the investment markets, your returns trump those of men! So, do not delay and get started investing, NOW! It’s easy. Ellevest was cofounded by CEO, Sallie Krawcheck, and tech entrepreneur, Charlie Kroll. Sallie realized the investing industry has been “by men, for …

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Sustainable investing with Sustainfolio
Robo Advisor ReviewsRobo-Advisor Learn

A Complete Guide to Sustainable Investing for Robo-Advisor Investors – Everything You Need to Know to Become a Sustainable Investor

Learn About Sustainable Investing and How to Invest With a Sustainable Robo-Advisor – Sustainfolio This two-part guide will educate you about sustainable investing and introduce you to a robo-advisor who can seamlessly invest your money sustainably and in line with your values. If you’ve ever wanted to invest in companies that matter to you, but didn’t know where to start, this Complete Guide to Sustainable Investing for Robo-Advisor Investors will put you on the right path. Everything You Need to Know About Sustainable Investing Graph …

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Qplum Review - IA powered robo-advisor
Robo Advisor Reviews

Qplum Review 2019 – Robo-Advisor With Active Management

Update: Qplum is closing due to various business factors. For investors seeking an active investment strategy that try to outperform the market, please consider: 6 Active Investment Robo-Advisors That Strive to Beat the Market. For more guidance choosing a robo-advisor, try our quick, 4 question Robo-advisor selection tool. Choose a robo-advisor in under one minute: ROBO-ADVISOR SELECTION WIZARD The robo-advisory investment management pool is deep, with passive investment management approaches in the majority. Yet, qplum takes a bold approach and strives to beat the market using …

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