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financial advisor vs. robo advisor vs. DIY investing

Robo-Advisor vs. DIY Investing vs. Financial Advisor – Which is the Right Choice?

Choosing between robo advisor vs DIY investing is a challenge.  Add in a the financial advisor choice and it can feel as if you’ve got too many choices. This article will simplify your robo-advisor vs. DIY vs financial advisor investing decision. Hint – it doesn’t need to be an either/or choice! While investing can be …

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Sustainable investing with Sustainfolio

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 …

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5 Reasons I Would Use a Robo-Advisor

Should I Use a Robo-Advisor? 5 Reasons I Would Use a Robo-Advisor Myself

Have You Been Thinking About Getting Investing Help From a Robo-Advisor? By staff columnist, Alexandra Deluise   In today’s technologically-driven society, it should come as no surprise that robo-advisors are now “a thing.” After all, we like automating everything – why not our investing advice? If you’ve been thinking about whether you should use a robo-advisor, …

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Personal Capital Retirement Planner – Great for Women

Best Retirement Planner – My Story Finance isn’t just a man’s domain any more. The Personal Capital Retirement Planner is perfect for a women’s specific circumstances. (Plus, the Personal Capital Retirement Planner also works great for men!) Although everyone needs to pay attention to retirement planning, women often have very specific financial needs due to …

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Which robo-advisors offer tax-loss harvesting?

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, …

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Personal Capital Bill Harris

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 …

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How do robo-advisors make money?

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 …

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

Do Any Robo-Advisors Focus on Downside Risk Protection?

Robo-Advisors with Downside Risk Protection – Investment Management for Turbulent Markets Downside protection strategies for investing are in high demand. 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 …

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Are robo-advisors a scam?

Are Robo-Advisors a Scam? Get the Facts

Find out if Robo-Advisors are a Scam or Not By staff columnist, Alexandra Deluise Easy and cheap investment options, overseen by a robot? Definitely too good to be true—right? When you put it like that, robo-advisors do seem like some sort of new-age internet scam. Can robo-advisors really stack up against trustworthy and educated—never mind human—financial …

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robo investment advisors with human touch

7 Robo-Advisors With Human Touch – Digital Investment Advice + Live Advisors

There’s a Robo-Advisor With Human Touch for All Let’s face it, the idea of turning one’s finances over to a robo-advisor is nerve-wracking for some. In fact, you might be skeptical about hiring a totally automated investment manager and would prefer a robo-advisor with human advisor access. If you want a digital investment advisor with …

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best-robo-advisor-investing-apps

The 6 Best Robo-Advisor Investing Apps – For Growing Your Wealth

You Have to Choose One of These 6 Robo-Advisor Apps Today’s world is a bustling place: somewhere between all of our important obligations (work, family, friends, and food, to name a few!) we need to find time to manage, maintain, and build wealth. With robo-advisors steadily gaining dominance in the financial sector, the answer to …

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Bitcoin-robo-advisor

Bitcoin Robo-Advisors and Other Cryptocurrency Investment Options

Cryptocurrency: the money of the future, or a fad sure to bankrupt its many investors? By staff columnist, Alexandra Deluise Unfortunately, as with anything in the financial sector, we can only talk about the here-and-now. And right here, right now, cryptocurrency is pretty hot. Bitcoin, the most well-know cryptocurrency, in particular seems to be the latest …

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Robo adviser vs target date fund - Which is best for you?

Robo-Advisor vs Target Date Fund – What’s the Difference?

Which is Better – a Robo-Advisor or a Target Date Fund? By staff columnist, Alexandra Deluise In the wake of the amazing technological improvements impacting investing opportunities, you might find yourself torn between two investment platforms. If you find yourself wondering “what’s the difference between a robo-advisor and a target date fund,” you’ve come to the …

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Robo-advisors are doomed - or maybe not

Robo-Advisors Are Doomed – How Passive Investing Might Harm Them, or Not

Is There a Dark Cloud Hanging Above a Passive Index Fund Investing Approach? Most, although not all, of the robo-advisors practice some form of a passive index fund investing approach. This means that instead of picking and choosing certain stocks and bonds for their investments they select funds that copy the investments of benchmarks. So, …

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Start investing with little money. Just $300 and you can start building wealth.

6 Ways to Invest With Little Money – Robo-Advisors for the Masses

How to Start Investing with $300 – No (or Low) Minimum Balance Robo-Advisors For Any Investor By staff columnist, Alexandra Deluise The old adage of “you have to spend money to make money” doesn’t need to be true anymore. With the help of low-cost robo-advisors, it is now easier than ever before to invest with little …

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