Best robo-advisor for retirees
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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-advisor news, December 2018
Robo-Advisor NewsWiseBanyan

Robo-Advisor News December 2018 – Robo-Advisor Wizard Launches!

The Robo-Advisor Selection Wizard is Here By staff columnist, Alexandra Deluise After months of feedback, tweaks and edits the robo-advisor wizard is live! Click to get immediate access to this amazing Robo-Advisor Selection Wizard. In under one minute, after answering four quick questions, you’ll get a list of the best robo-advisors for you. This one-of-a kind robo-advisor tool makes choosing a robo-advisor seamless. Plus, there’s a bonus offer at the end! Robo-Advisor News on Goldman Sachs! Goldman Sachs is hitting the top of our news list …

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Betterment robo-advisor with financial planner. Better fee structure too.
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Robo-Advisor with Financial Planner-Betterment Offers a Menu of Investment Advice Options

Betterment Robo-Advisor Adds Human Financial Planners and a la Carte Investment Planning for a Personal Touch Many investors love the idea of turning over their investing to smart, efficient digital robo investment advisors. Yet, there come’s a time when you might need some human financial help. If that describes you, then Betterment has solutions! If you like the idea of a tax efficient and automated investment manager, but want access to a human financial planner for more complex money questions, Betterment rolled out several new services. …

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Which robo-advisors offer tax-loss harvesting?
Robo-Advisor Strategy

Which Robo-Advisors Offer Tax-Loss Harvesting?

Tax-loss harvesting is mentioned a lot in the conversation about robo-advisors, since many (though not all!) offer this feature. Robo’s such as Betterment and Personal Capital tout it as a way to increase your after tax return. And who doesn’t want higher returns? Often, though, tax-loss harvesting takes a backseat to other key robo-advisor features, such as low monthly fees, flexible portfolios, and impact-based investing options. Although these features are important considerations when selecting your robo-advisor, tax-loss harvesting shouldn’t be overlooked. Understanding tax-loss harvesting, as …

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E*TRADE Core Portfolios Robo-Advisor Review
E*TRADERobo Advisor ReviewsRobo with Financial Advisor

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

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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Validea Legends Robo-Advisor
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Validea Legends Robo-Advisor Review

Validea Legends Expert Review By staff columnist, Kevin Mercadante The vast majority of robo-advisors seek only to match the performance of the underlying markets. They invest in index-based exchange traded funds (ETFs) in pre-determined mixes of stocks, bonds and other asset classes. You’ll keep pace with the markets, but you won’t outperform them. They’re completely passive in nature, which is actually part of the attraction. But Validea Legends takes the opposite approach. They interpret the investment strategies of well-known stock market investors they refer to …

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Personal Capital Bill Harris
Personal CapitalRobo-Advisor Strategy

Bill Harris – Personal Capital’s Marketing Genius

How Bill Harris of Personal Capital Upended the Robo-Advisor Financial Industry With Their Freemium Model The recipe is ingenious. Start with iconic founders, create a unique product, add on extra features and finish off with an amazing free giveaway. For investors seeking a sophisticated financial and investment management platform, for free, it’s tough to beat co-founder Bill Harris’ Personal Capital product. Wealthy investors looking to minimize advisory fees and create a sophisticated “smart beta” investment portfolio, will appreciate the reasonable fees and access to human financial advisors. …

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Schwab Intelligent Portfolios and Schwab Intelligent Advisory Reviews-Pros & Cons
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Schwab Intelligent Portfolios Review 2019 – Robo-Advisor With or Without Human Guidance

Schwab Robo-Advisor Review – Everything You Need to Know Digital robo-advisors are popping up everywhere, from independent shops such as Wealthfront, Betterment, Personal Capital and WiseBanyan to those wedded to an existing firm such as Vanguard and Fidelity. The original robo-advisor originated as a low-fee, professionally managed investment portfolio made up of exchange-traded funds (ETFs) and is morphing into a hybrid, robo – human advisor model. Many solely automated investment portfolios are adding access to human advisors and Schwab’s Intelligent Advisory joins Betterment as the newest …

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How do robo-advisors make money?
ComparisonsRobo-Advisor Strategy

How Do Robo-Advisors Make Money? You Might be Surprised!

Free and Low Fee Robo-Advisors Still Need to Make Money How robo-advisor make money can be confusing, especially with the availability of free-robo advisors. In fact, robo-advisors are frequently praised for their low- or no-free structures, meaning that those who invest in them are often getting a great deal. After all, with fewer overhead costs and salaries to pay, robo-advisors can instantly pass on savings to their clients. But while robo-advisors have proven their ability to perform as well, if not better, than their human …

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List of robo-advisers. Top 28 digital investment managers.
Robo Advisor ReviewsRobo-Advisor NewsRobo-Advisor Strategy

2019 List of Robo-Advisors – Top 33 Digital Investment Managers

List of Robo-Advisors – 33 Top Automated Investment Managers Robo-advisors have become extremely popular in the investment management sphere. This list of robo-advisors includes an introduction to the 30 top digital investment services. Also, you’ll find quite a bit of differentiation within the list of robo-advisors. You might wonder why you need a robo-advisor. Here are the practical reasons for using a robo-advisory service for your investment management: You’re busy and you want your money professionally managed. You’re drawn to the promise of sophisticated investment …

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