roboadvisors best performing

Robo-advisors are on the rise. It’s not surprising: they’re a convenient, one-stop solution for investing goals. If you’re looking to start investing, the right robo-advisor can help you maximize your gains and minimize fees. But with so many to choose from, how do you know which robo-advisor is right for you? One way to narrow […]

capital gains and taxes

Did you receive a Schedule D (Form 1040) in the mail this tax season? If so, you must have sold assets in the past year. If you made a profit on your sale, you’ll have to pay taxes on it; and if you lost money, that loss can reduce your tax liability. But regardless of […]

best robo-advisors 2019

Best Robo Advisors in 2019

Robo-advisors have become an extremely popular investment tool for Millennials and other investors. Rather than requiring you to make decisions like a passive investment strategy or pay high fees as you would with an active management strategy, robo-advisors enlist the help of technology to manage your portfolio. And because there’s not a lot of human […]

How much money does it take to be considered "rich" in the US

“Am I rich?” Odds are good that you answered “no” to that question, regardless of how much money you have. According to a report by investment bank UBS, only 28% of people with $1 million to $5 million in assets considered themselves wealthy. Even when you ask people with more than $5 million in assets, only 3 in 5 […]