June 24, 20200Comments

Why Has The Robo-Advisor Industry Been Unable To Capture Market Share?

In 2008, a new financial advisory service was launched in response to the global financial crisis. Many investors were unhappy with their performance results following the greatest financial dislocation since

by ANGELICA ROXAS

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June 23, 20200Comments

Do You Have A Recession-Proof Retirement Plan?

As a result of COVID-19, the US economy is headed for a recession for the first time since 2009. In fact, the entire global economy is in the midst of

by ANGELICA ROXAS

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June 19, 20200Comments

Is The Baby Boomer Generation Financially Prepared For Retirement?

According to data provided by the Pew Research Center, the Baby Boomer generation is the largest demographic cohort in modern American history. Who is considered a baby boomer? Anyone born

by ANGELICA ROXAS

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June 13, 20200Comments

What Are The Characteristics Of A Successful Investor?

If investing was easy, we would all be millionaires. Despite what you may have been told in the financial media, the vast majority of the investing public are below average

by ANGELICA ROXAS