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FIND THE RIGHT ROBO ADVISER FOR YOU.

Authors :
TANZER, ANDREW
Source :
Kiplinger Personal Finance; Feb2022, Vol. 76 Issue 2, p18-24, 7p, 4 Color Photographs, 1 Chart
Publication Year :
2022

Abstract

INVESTING With their winning combination of low account minimums and affordable access to professional investment and financial-planning advice, robo advisers continue to grow briskly. Rewards from shopping at hundreds of brands are swept into investment accounts, and clients can easily allocate a portion of each paycheck to an account. Review the menu of investment options and the extent to which customers can fiddle with the robo's default portfolios. Customers whose self-tailored portfolios stray too far from their stated investment goals and risk tolerance receive nudges from Wealthfront, which also offers sophisticated tax-loss harvesting and tax-sensitive rebalancing strategies. [Extracted from the article]

Details

Language :
English
ISSN :
15289729
Volume :
76
Issue :
2
Database :
Supplemental Index
Journal :
Kiplinger Personal Finance
Publication Type :
Periodical
Accession number :
154124976