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

Investing Moves in a Stormy Market

It’s easy to understand why some people get panicky when the market drops. If financial headlines unsettle you, keep in mind what your goals are and if anything has changed in your life that warrant a review with a financial advisor. Otherwise, here are some strategies to build and maintain an investment portfolio you can live with through all market conditions.

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Tips to Save for Emergencies and Your Future

If you feel like you could do more to improve your saving and investing habits, or don’t know how to get started, here are some tips that can help. Financial experts agree that there are two important things to focus on: start and contribute regularly to an emergency fund, and contribute at least 10% of your paycheck to a retirement account.

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SavvyMoney Minute: Hope is Not an Investment Strategy

It’s nice to think of the glass half full, but not necessarily when it comes to money. When you’re overly optimistic, it’s easy to convince yourself it will all be okay. But complacency leaves to inaction, and your financial future depends on you taking the right steps, right now. Here are three steps you can take.

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