MyRoboAdviser™ has partnered with Betterment for Advisors as our technology platform and custodian to provide our services to our clients. Earlier in 2019, Betterment launched “Cash Reserve” which serves as...
Robert Riedl, CPA, CFP, AWMA, Chief Financial Officer of ETF Model Solutions, LLC has been named to the Investopedia Top 100 list of the most influential advisors for 2019.
This is...
The Roth IRA was established by the Taxpayer Relief Act of 1997 and named after one of its chief proponents, Senator William Roth of Delaware. The primary difference between a...
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...
Prior
to the internet and technology, everyone’s financial accounts were scattered
across multiple institutions and when working with an advisor, you most likely
had to bring an entire box full of paper statements....
What is the behavior gap?
The behavior gap is a term coined by Carl Richards to describe the difference between the higher returns that investors might potentially earn and the lower...
