We delve into the optimal strategies for structuring retirement accounts, starting from the basics of diversification to leveraging the benefits of Roth accounts and Health Savings Accounts.
Tag: Robo-advisors
What Investors Should Know Before Using A Robo-Advisor
Robo-advisors are online investment management platforms that use algorithms and technology to provide automated financial advice to clients. They often require little to no minimum investment and offer lower fees compared to traditional human, financial advisors. Services offered can range from portfolio management to tax optimization and personalized investment recommendations based on a client’s risk tolerance and financial goals.
