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2021 Robo-Advisor Mash Up – Links to the Best Posts

Robo-advisors or technology assisted investing platforms are all the rage. What’s not to love-low fees, research-supported investment approaches and regular rebalancing. Not only are there stand-alone robo-advisors such as Wealthfront, Betterment, and Personal Capital but we’ve got the big brokers starting their own versions. These well known firms have joined the robo-advisory ranks; Schwab Intelligent Portfolios, Vanguard Personal Advisor Services, and more.

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Target Date Funds Pros and Cons

What is a Target Date Fund? Are you interested in buying one fund which owns all the stock and bond mutual funds you need? A target date fund can be compared with a big box retailer or a shopping mall. In the shopping mall, you can buy everything you need at one site. In a target date fund, you get all of your investing needs met in one fund.

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Girl wondering-How to Choose Mutual Funds

Net Present Value Advantages and Disadvantages

While teaching a Corporate Finance class for MBA students at a local university, I was asked a question that underscored importance of the net present value concept. Net present value is a method to href=”https://barbarafriedbergpersonalfinance.com/mba-class-time-value-of-money-financial-decision-making/” target=”_blank” rel=”noopener noreferrer”>put a dollar amount on future cash payments. It’s great if you win the lottery and want to determine whether to choose the lump sum payment or …

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Is a 10% Return Good or Bad? What is a Good Investment Return?

Are Your Investment Returns Good or Bad? Do you know how well your investments are performing? Do you know the quarterly and annual rate of return? What about how well your investments are performing when compared with a standard benchmark? Ever since a friend asked me to look over her investments and tell her if she’s doing well I’ve wanted to help investors answer this question; “What are my investment returns?” Most individuals don’t know if their investment returns are good or bad. Even i…

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free investment management

The Secret to Flawless Investment Management – for Free

Free Investment Management I’ve been managing investments for decades! From asking my cousin how to invest, to researching and picking stocks on my own to becoming a professional investment portfolio manager, I’ve searched for the perfect investment management strategy. Newsflash – There isn’t a perfect investment strategy. But, there just might be near-perfect investing platforms.

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tax efficient investing

What to Invest In If I’m In a High Tax Bracket – Tax Efficient Investing

Help, what are the best ways to reduce taxes on investments? Jon Dulin of  Money Smart Guides asks; “What investment strategy should a couple use if they’re in a high tax bracket and want to minimize taxes on their investments?” First off, if you’re interested in this question, congratulations. This is a nice investing problem to have. There are actually three parts to the Tax saving tips for high income earners issue. First, there’s the question of  finding tax-advantaged investments for hig…

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Diversyfund Review

DiversyFund Review – Real Estate Crowdfunding for Everyday Investors

How Does Real Estate Crowdfunding Work? DiversyFund Review DiversyFund is a no-fee real estate crowdfunding platform, operating from San Diego and aiming to democratize investing and bring equal investment opportunities to all. In this DiversyFund review, we share the pros and cons of investing with this crowd funded real estate platform, making it easier for you to decide whether it DiversyFund is a good fit for your investment portfolio.

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