Robo vs. Human Advisors: Why Personalized Help Matters

Having an investing strategy as part of an overall financial plan is an important way to save for the future and build wealth over time. However, making the right decisions can be challenging. That’s why people lean on professional financial advice to help them develop an action plan based on their financial goals and tolerance for risk.

While some people prefer meeting with an advisor, others want a do-it-yourself solution. That’s where robo-advisors come in. Continue reading

Stay On Track With Your Investing Plan

One of the hardest events for investors to stomach are market corrections. A correction is a dramatic drop of 10% or more of a stock, bond, or market index such as the S&P 500.

Corrections aren’t unusual, although many investors act as if they are, each and every time they occur. In fact, since World War II, there have been 27 market corrections to the S&P 500 Index1. Continue reading