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Robo Advisor vs. Digital Advisor

The robo-advisor: not since John Bogle came up with the idea for Vanguard in 1975 has a new development in… Read More

How To Make The Forbes 400

On another fateful car ride to my son’s elementary school, we were listening to Bloomberg Radio, and they started discussing… Read More

Would You Trust a Robo-Advisor with Your Money?

A few weeks ago I went to Schwab Impact in Denver, which is a conference for investment professionals and money… Read More