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Author: Admin

01 May What is Goals-Based Investing?

Goals-Based Investing With My Robo Adviser™ Goals-based investing is a more “client-centric” process that is focused on measuring progress towards your goals rather than a focus on generating the highest possible return or “beating the market”. The process requires investor involvement because you determine your desired...

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29 Sep Endowment Index™ Posts Gain for Last Week: +4.07% in Q3; +13.37% YTD in 2017

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) ended today at 1215.48, rising from last Friday’s close of 1,214.15.  The close of trading today marks the end of the 3rd quarter.  On a preliminary basis, the Index spurted +4.07% during the 3rd quarter, and gained+13.37% YTD over the 1,072.11 close on 12/31/2016. ...

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