Wealthfront portfolio line of credit - cash alternative. Get money for home repairs, weddings, car down payment & more.
Robo-Advisor NewsWealthfront

Borrow Money With Wealthfront Portfolio Line of Credit

*Please read affiliate disclosure below. Are you a Wealthfront customer who was so busy investing you forgot to leave out some cash to put down on your car? Are you getting married and your Wealthfront account is on track, but you lack cash to pay for the wedding? Forgot to fund your emergency account, even though your Wealthfront investment account is growing? Learn about the Wealthfront Portfolio Line of Credit, to help with those money ‘what ifs’. Wealthfront’s Portfolio Line of Credit Can Save You …

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You can afford to start investing today with these 4 low investment minimum robo-advisors.
Robo-Advisor Strategy

Top 5 Robo-Advisors with Low Investment Minimums-You Can Afford to Invest

*Please read affiliate disclosure below. Best Robo-Advisors for Millennials and Those Without Much Cash Getting started investing is never easy; not only do you need to choose the best investments for your lifestyle and financial goals, but it is often believed that you need to scrounge up a large minimum cash investment in order to make any substantial investment. In fact, some online brokerage accounts won’t let you invest in a mutual fund without $2,500. Yet, don’t despair, there are robo-advisors with low minimum investment …

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How to choose a robo-advisor. 7 easy questions to ask.
Robo-Advisor Strategy

How to Choose a Robo-Advisor – Ask These 7 Questions First

*Please read affiliate disclosure below. You know the drill-invest for the future or you’ll be destined to rely on a paltry Social Security payment in your old age. So, you kick some money into your employer’s 401(k) plan, but you want to invest additional money for your future. If investing seems a bit complicated, then find out how to choose a robo-advisor to help manage your money and grow your wealth. Learn about this handy investing platform and how to choose a robo-advisor in a …

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Investing CommentaryRobo-Advisor News

The Robo-Advisor War Is Heating Up-Find Out What’s Next

Keeping up with the growing number of robo-advisors is a full-time job. After consulting on the fintech, robo-advisor topic and discovering that hybrid robo-advisors are the wave of the future, I thought I could take a breath. It turns out, that every day in my news feed there’s another robo-advisor development. Financial advisors need to incorporate digital advisors or perish. The stand-alone shops-Betterment, Wealthfront, free WiseBanyan, Personal Capital – are being challenged by the investment brokerage firms. Thanks to the Visual Capitalist for creating this …

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Robo-advisor exchange traded fund management expense ratio-what is it?
Investing CommentaryRobo-Advisor Strategy

What Is a Robo-Advisor Fund Management Expense Ratio?

Don’t Fall For High Fund Management Expense Ratios Most robo-advisors have an advertised management expense ratio (MER) fee. This is the percent you pay to the automated advisor to manage your investments. It ranges from zero with WiseBanyan to between 0.49% and 0.89% for the Personal Capital Advisors specialized service. Yet, there’s another fee that every investor who buys a mutual or exchange traded fund pays, whether they’re investing in a robo-advisor or not. This is the fund’s management expense ratio. When investing with a …

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Clarity Money Review - Free money management tool that helps save, budget & more.
AppsClarity MoneyInvesting CommentaryRobo Advisor ReviewsRobo-Advisor News

Clarity Money Review – Free Financial Concierge App

By staff columnist, Alexandra Deluise Clarity Money Review – This App is On Fire In its first week, 40,000 users downloaded the Clarity Money app. This Clarity Money Review delves into what’s great about Clarity Money, and what’s not. In the beta test, Clarity Money saved users an average of $300 per year by slashing wasteful spending. According to the BusinessWire press release Clarity Money has already analyzed $5 billion in transactions and saved users over $300,000 in cancelled subscriptions, in its first month. Newly launched …

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2017 robo-advisor news updates from WSJ, CNET, MarketWatch and more.
Investing CommentaryRobo-Advisor News

Top 2017 Robo-Advisor News from MarketWatch, CNET, WSJ & More

By staff columnist, Alexandra Deluise 2017 begins as an eventful year in many industries, and the robo-advisor field is no different. As a whole, robo-advisors are still on the up, with more assets being invested than in years past. Robos continue to become more accessible, with specific robo-advisors being created for particular groups of investors, based on age, gender, income and more. The robo-advisor news is impacting not only individual investors but financial advisors as well. Top 5 Robo-Advisor News Articles The following five articles provide …

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FinDEVr 2016 stand outs! 1787fp, WiseBanyan, Woo Trader, DriveWealth Drill downs
Robo Advisor ReviewsRobo-Advisor NewsRobo-Advisor Strategy

FinDEVr 2016 Top Robo-Advisor and Investment Platforms

FinDEVr 2016 Stand Outs in the Fintech Arena Covering FinDEVr Silicon Valley is one of my favorite events. It gives me an opportunity to check out the latest Fintech players. Culled from the many presentations, these four stand outs are bringing new tools and apps to the robo-advisory, investment and wealth management field. The FinDEVr event is the sister event Finovate, another exciting fintech bash. DriveWealth – Invest on Your Own Terms DriveWealth was designed with the millennial investor in mind. On-the-go investors or investor hopefuls will enjoy …

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Best site to buy stocks and research investment ideas.
MotifRobo-Advisor Strategy

Best Site to Buy Stocks-Motif Investing

How I Use Motif Investing to Find Good Ways to Invest Money Guest contributor, Joseph Hogue, CFA Why is Motif Investing the Best Site to Buy Stocks? Motif Investing can help you save money investing but it is also one of my favorite tools for finding investing ideas. This website posted a review of Motif Investing a few months back, comparing it against robo-advisors and the DIY option in investing. It had some great points and got me thinking about how I was using Motif. …

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Tax Smart Asset Location Investment Placement - Is Betterment's solution for you?
BettermentInvesting CommentaryRobo-Advisor News

Tax Smart Asset Location Investment Placement – Betterment Offers a Solution

How to Minimize Taxes With Asset Location Investors clamor for the highest returns possible within their risk comfort level. But what if there were another way to grow your returns, without added risk? That’s where investment asset location comes in. Asset location is considered a superb way to increase your overall investment returns without taking on additional risk. Asset location is a strategy to minimize your taxes on investment profits by putting investments with larger potential tax obligations in tax deferred accounts and those with smaller tax …

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