Month: August 2020

The Future of Social Media: What it Means for Your Investments

The first thing I do in the morning is roll over and scroll through my phone. I tackle my text messages, sift through a superfluity of Snapchat Stories and brazenly browse on Instagram before finally hauling myself out of bed. It’s a part of my daily routine, as well as the routines of billions of others engaged in the realm of social media. The Prevalence of Social Media Social media is pervasive, especially as people…
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Rebalancing: Robo Versus Human Advisor

Hybrid advisors are becoming the gold standard in wealth management services, combining technology driven objectivity with experienced human wisdom. As technology continues to push the industry forward in meeting client needs, wealth managers must ensure that their investment models have the flexibility to adapt, not only in growing wealth and planning, but also in reducing costs.  Rebalancing helps to maintain the integrity of your risk profile while providing a discipline to buy low and sell…
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