Robo Advisor

Can You Spot the Closet-Indexer? Introducing Visual Active Share

By |2017-08-18T17:08:20-04:00June 23rd, 2016|Robo Advisor, Tool Updates|

Readers, We're working on some internal tools to help investors make more informed decisions. The primary challenge that investors face is understanding what they are actually buying versus what they are being sold. Active share [...]

Why We Built An Active Robo-Advisor and Why You Should Too.

By |2019-02-06T09:54:18-05:00March 3rd, 2016|Robo Advisor, Business Updates|

Assuming you haven't been living under a rock, you've almost certainly heard something about robo-advisors. Millenials seem to love them while "old school" advisors are dismissive at best or terrified at worst. Some even believe they [...]