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 the investment industry caused so much controversy and turmoil. I can appreciate Wealthfront CEO’s position on his new robo competition from Charles Schwab. There are already dozens of media stories that detail the debate. I […]
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 the Forbes list of The Richest Americans. My son asked me, “How did Bill Gates get so rich?” I told him that Gates had started a company in his garage that grew and grew until […]