Seven Reasons You Need More Than A Robo-Advisor
You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money.
These platforms provide simple portfolio management with very little human interaction at rock-bottom prices. With the increasing popularity of these platforms, you might be asking yourself: Do I even need a financial representative?
We think you do. Here are 7 reasons why:
Women & Investing | A Financial Guidebook for Women
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day.
Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. This whitepaper outlines critical elements worth considering when creating your own estate strategies.
2019 Tax Whitepaper
The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially to rest.
Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2019, we can celebrate, and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year.
On January 1, it’ll be 104 days to April 15, 2019. That’s the deadline the IRS sets for tax returns. If you miss that deadline, you may face consequences.