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21 May What is Goals-Based Investing?

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 tangible outcome and then...

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18 Sep Two-Factor Authentication

What is Two-Factor Authentication? Two-Factor Authentication is an added level of security to protect your account from theft. With this additional level of security, you’ll be required to enter a unique verification code either from a mobile authenticator application, such as Authy or Google Authenticator, or...

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30 Dec Do Better in 2017!

Perhaps no other tradition than ringing in the New Year does more for self reflection and the opportunity to break old habits and form new ones that can have a positive, lasting effect on our lives.  The simple turning the page of a calendar offers...

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09 Aug Of Baby Boomers, Gen X, Millennials And Gen Z

Interesting facts on America's generational dynamics from recent WSJ blog: Generational Definitions: Greatest Generation (born before 1928) Silent Generation  (born between 1928-1945) Baby Boomers (born between 1946-1964) Generation X (born between (1965-1980) Millennials (born between 1981-1997) Generation Z ( those born after 1997) A few interesting facts on how our population is evolving: Millennials now outnumber...

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03 Aug ETF Model Solutions™ Named Finalist for 2016 Wisconsin Innovation Awards

August 3, 2016.  APPLETON, Wis.---ETF Model Solutions™ has been named a finalist for the Wisconsin Innovation Awards for the development of its automated investment service, www.MyRoboAdviser. com. is an online investment service that provides automated, goals-based investment advice directly to individuals through any internet-connected device.

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