qplum robo-advisor founders
qplumRobo Advisor ReviewsRobo with Financial Advisor

Qplum Robo-Advisor – Sophisticated Investment Management

Q & A with Qplum Robo-Advisor Founder Mansi Singhal Robo-advisors began in the wake of the 2008 financial crisis, and have known only the bull market of the past nine years. Up until recently, it was unclear how their computer algorithms would handle high volatility, market drops, and fearful investors. Qplum robo-advisor was challenged and succeeded during the recent market volatility. When stocks collapsed during a turbulent week in early February, robo-advisors were tested, many for the first time. Some experienced excess site volume that …

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Blooom robo-advisor review drills into pros,cons, + features of this 401k investment manager
AppsBlooomRobo Advisor ReviewsRobo with Financial Advisor

Blooom Robo-Advisor Review – Low Fee Manager for Your Retirement Account

Blooom – Robo-Advisor For My 401(k) Want to make your retirement account work harder and earn more money for you? Then, Blooom might be the solution. Blooom was founded by a few investment management guys who want to democratize your retirement investment accounts, so that you get professional help with your 401(k). They combine their expertise to manage your 401(k), 403(b) or TSP while it remains in your employers plan. Fast Company named Blooom one of the world’s most innovative companies and CEO Chris Costello …

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United Income Review - Robo-Advisor investment manager for retirees
Robo Advisor ReviewsUnited Income

United Income Review – Robo-Advisor for Retirees Only

United Income Expert Review By, Kevin Mercadante United Income is a Washington, DC, based investment advisory that launched in September, 2017 with backing from Morningstar and eBay founder, Pierre Omidyar. It was founded specifically for retirees, age 50 to 70, based on the realization that people are living longer in retirement, and investing needs to accommodate that reality. United Income uses the most sophisticated investment management available. The company makes use of evidence-based investing, and factor-based investment strategies, targeting securities with traits that have historically …

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4 Best Robo Advisors for Retirees
FutureAdvisorPersonal CapitalRobo Advisor ReviewsRobo with Financial AdvisorRobo-Advisor StrategySigFig

4 Best Robo-Advisors for Retirees – Top Digital Investment Management + Advisors

Discover the Pros and Cons of Robo-Advisors for Retirees With the robo-advisor digital investment manager becoming an increasingly popular choice amongst early- and mid-career investors, baby boomers approaching retirement might wonder whether they should make the switch to robo-advising and what are the best robo-advisors for retirees. Good news, there are robo-advisors for retirees that can manage your investments affordably! One of the great things about robo-advisors is that they are customizable. Retirees can benefit from the ability to rev up the aggression in their …

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Robo Advisers with downside risk protection - maybe. Robo advisors seek to save investments from market crashes
ComparisonsHedgeableM1 FinanceRobo Advisor Reviews

Do Any Robo-Advisors Focus on Downside Risk Protection?

Robo-Advisors with Downside Risk Protection – Investment Management for Turbulent Markets The 2018 markets shook investors out of their complacency. The largest DOW point drop ever occurred on February 5th 2018 and tested the nine year bull market. Since then, volatility is rampant. Most traditional robo-advisors work like this. Investors select their risk tolerance, from conservative to aggressive, the robo creates an investment portfolio with low fee index funds and rebalances regularly. When markets tank, instead of selling, the platform buys more shares in investments …

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March 2018 robo-advisor news - Amazon, Overstock, TD Ameritrade + More
Robo-Advisor NewsTD Ameritrade

March 2018 Robo-Advisor News – Overstock, Amazon, TD Ameritrade + More

March 2018 Robo Advisor News – Insights and Updates The robo-advisory wars are heating up with new features, lower prices and more. First, M1 Finance eliminated management fees. Next, Ellevest, the women-focused robo-advisor lowered investment management fees and added human advisors, and now TD Ameritrade is ramping up with new changes. With the digital investment landscape running in the fast lane, it’s tough to keep up with the March 2018 robo-advisor news. TD Ameritrade’s Essential portfolios now offers tax-loss harvesting in their taxable accounts. Account holders …

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betterment portfolio investing
BettermentImpact Investing Robo-AdvisorsRobo Advisor Reviews

Betterment Review 2018 – Betterment Fees, Sign up + Final Analysis

Is Betterment the Robo-Advisor for You? Bonus Feature, Betterment Fees, Sign Up, + Final Review Part 3 Welcome to the final segment of this comprehensive Betterment Review. You’ll find out about the Betterment fees, bonus features, and easy sign-up. To recap, here’s what you learn in each of the 3 articles.  Part 1: You got an overview of the Betterment Platform and discovered the underlying philosophy of this robo-advisor. You viewed the ‘goals based’ approach with an introduction to the 3 initial goals; Safety Net, …

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How do robo advisers work? What are robo adviser algorithms and features?
Investing CommentaryRobo-Advisor Strategy

How Do Robo-Advisors Work?

How Do Robo-Advisors Work and What are Robo-Advisor Algorithms? Robo-advisors have stormed onto the investment scene as a way for all investors to participate in the wealth-building possibilities of the markets. Finally, get the answer – How do robo-advisors work? No longer do you need deep pockets to hire a financial advisor or  to invest in a professionally managed portfolio. From Betterment to Schwab or M1 Finance, the robo-advisory choices are vast. But, if you’re wondering “What is a robo-advisor and how do they work? read …

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ComparisonsPersonal Capital

Personal Capital Vs. Quicken Review: Deep Dive Into Top Money Management Software

Personal Capital vs. Quicken: Which One Will Handle Your Money Better? You need to manage your money well to maximize your personal wealth. To be successful, you must track your finances. Two of my favorite financial management software programs are Personal Capital and Quicken. Although Personal Capital is an automated investment advisor that manages your investments for a lower fee than typical financial advisors, it also offers an amazing free investment management dashboard. To help you make the best financial management software choice, read this …

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top robo advisor posts - 2018
Investing CommentaryRobo-Advisor News

Top Robo Advisor Posts – 2018

What Fintech Robo-Advisor Enthusiasts are Reading Now If you were looking for the Top Robo-Advisor Performance articles, I’m sorry to inform you that those articles have been removed from the site due to circumstances beyond our control. Please understand that robo-advisor performance is just one component of choosing a robo-advisor and top performers will change from year-to-year, based upon financial market trends. To help with your search for a robo-advisor please click on the link and sign up for our exclusive robo-advisor comparison chart. (unsubscribe …

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