Robo Advisers vs Human Financial Professionals

Robo Advisers vs Human Financial Professionals

If an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional or put their invested...
Managing Money as A Couple

Managing Money as A Couple

When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult.   At some point, you will have to ask yourselves some money...
7 Risk-Management Tips for New Investors

7 Risk-Management Tips for New Investors

There are different types of investment risk. Some of the greatest market price swings in recent memory happened in 2020. The volatility may scare off new investors, especially if they lost money during the spring sell-off. Thomas Martin, senior portfolio manager at...
Annual Financial To-Do List

Annual Financial To-Do List

What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing...
Year End Financial Checklist

Year End Financial Checklist

The end of the year can help remind us of last-minute things we need to address and the goals we want to accomplish. To that end, here are some aspects of your financial life to think about as this year leads into the next. Keep in mind, this article is for...
What is Reg BI?

What is Reg BI?

A look at Regulation Best Interest. Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best Interest” rule,...