FutureAdvisor

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 …

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 …

FutureAdvisor Expert Review FutureAdvisor is a robo advisory firm that manages your existing investment accounts.  With FutureAdvisor, you don’t need to transfer your assets to their platform! The service automatically monitors, re-balances and tax manages your current investments. Low-cost index funds are added where necessary to strengthen your portfolio. Based in San Francisco, FutureAdvisor was founded in 2010 by Microsoft refugees, Bo Lu and Jon Xu. They started the platform in response to friends who were having difficulty knowing where to invest their money. The …