Category Archives for Wealth Management
“Open the Trading Floor, HAL.” In the aftermath of last month’s Brexit vote, global markets took a beating, the price of the British pound reached its lowest level in over three decades, and savvy investors were able to pounce at the opportunity to buy stocks at bargain prices. If you had invested your money in Betterment, one of the most popular robo-advisors, you were unable to capitalize on a great moneymaking opportunity due to a trading halt the firm placed on June 24th during the market selloff. What are robo-advisors?…
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For The American Dream Journal’s first post, we’d like to discuss an important issue affecting nearly every investor: the fees that are so damaging to the long-term health of an investment portfolio.  Whether it’s a lack of interest, lack of time, or lack of knowledge, even the most sophisticated of investors can be taken advantage of without paying proper attention to the fees charged by mutual funds and financial advisers. As we will stress over and over again, each individual is responsible for ensuring that their investments are in the right hands.  That means being proactive, doing…
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