AppsInvesting CommentaryPersonal CapitalRobo Advisor ReviewsRobo-Advisor StrategySigFigSoFi Wealth ManagementWiseBanyan

7 Best Portfolio Management Software Tools for Investors – 2019

The Best Portfolio Management Software Makes Your Life Easier Investors need to keep track of their mutual and exchange traded funds, individual stocks and bonds for many reasons. You want to examine your investment returns, fees, asset allocation, as well as plan for retirement and more. Of course you can do it by hand or with an investment tracking spreadsheet, but with the excellent investment portfolio management software available, why bother? From free investment software, to a one-time payment or on-going fees, there has never …

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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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5 Reasons I Would Use a Robo-Advisor
Robo-Advisor Strategy

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, this article will help you answer the question, ‘Should I use a robo-advisor?’ Robo-advisors work by using algorithms to help clients make the best investing decisions, weighing the client’s tolerance …

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Personal CapitalRobo-Advisor Strategy

Personal Capital Retirement Planner – Great for Women

Best Retirement Planner for Women? Try Personal Capital By staff columnist, Alexandra Deluise Personal Capital 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 the unique circumstances they can face in the working world. It’s common for women to be paid …

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Best robo-advisor 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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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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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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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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Robo-advisor Fees FRom Lowest to Highest
BettermentComparisonsFidelity GoFutureAdvisorM1 FinancePersonal CapitalRobo-Advisor StrategySchwab Intelligent PortfoliosWealthfront

Robo-Advisor Fees from Lowest to Highest – a Comprehensive List

Robo Advisor Fees are Typically Lower than Those of Human Financial Advisors Whether you’re still learning what robo-advisors have to offer or you’re an experienced investor, you’re probably looking to save money in investment fees. The good news about robo-advisors is that with little to no overhead costs, the savings get passed directly to investors. This means that robo-advisors fees are lower than most traditional financial advisors. So if you’re seeking investment management help, without paying a high fee, then a robo-advisor might be for …

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