7 Questions to Ask Your Financial Advisor

7 Questions to Ask Your Financial Advisor

Whether you are looking to get started with a financial advisor for the first time, or considering hiring a new advisor, being armed with the right set of questions will help you determine if you’ve found a good financial planning partner. After the basic...
14 Things a Robot Advisor Can’t Do

14 Things a Robot Advisor Can’t Do

Care more about you and your money than anyone else that doesn’t share your last name Ask the tough questions everyone else in your life avoids Help you “mind map” your ideas to sharpen your goals Listen, think and collaborate with you Meet with you in person, in the...