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You are here: Home / Archives for roboadvisors

398: When Should You Hire An Investment Advisor? Two Case Studies

August 17, 2022 by David Stein · Updated August 31, 2022

We analyze two listeners' portfolios. One who is close to retirement and considering hiring an outside money manager. The second is 45 and just sold a business and is trying to decide whether to fire Schwab's robo-advisor service and manage his portfolio on his own. Topics covered include: What elements are part of a financial planWhat to consider when researching an investment advisorWhat is a core-satellite investment approachWhy Schwab was fined $180 million for misleading its … [Read more...]

Filed Under: Podcast Tagged With: financial advisors, financial planning, financial plans, investment advisors, roboadvisors

181 Plus: Enhanced CAPE, Risk Parity, A New Roboadvisor and the Thrift Savings Plan

November 18, 2017 by David Stein · Updated May 19, 2021

This week November 18, 2017 on Money For the Rest of Us Plus, we review the Doubleline Shiller Enhanced CAPE strategy, risk parity strategies and a new roboadvisor based on ethical screens. We also look at replicating the model portfolios using the available funds in the Federal Thrift Savings Plan. … [Read more...]

Filed Under: Uncategorized Tagged With: CAPE, CAPE (enhanced), Federal Thrift Savings Plan, risk parity, roboadvisors, TSP

MNY119 Plus: Municipal Bonds, RoboAdvisors and Market Losses

August 13, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we look at the different recommendations a member received from three roboadvisors and how they compare to the Hub's model portfolios. We also look at how long it takes various asset classes to get back to even after they suffer a maximum drawdown. Finally, we explore how to evaluate municipal bonds on a tax equivalent yield basis. The episode length is 20 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: municipal bonds, roboadvisors

92: What Robo-Advisors Recommend

January 19, 2016 by David Stein · Updated August 17, 2022

How do the leading roboadvisors compare in terms of their recommended portfolio mixes, fees, expected returns and risk. Photo by Peyri Herrera In this episode you'll learn: What is a robo-advisor.What are the hallmarks of a disruptive technology.What portfolio mix do robo-advisors recommend.What fees do robo-advisors charge.What is tax loss harvesting. Show Notes Betterment FutureAdvisor Schwab Intelligent Portfolios Wealthfront Innovator's Dilemma by Clayton … [Read more...]

Filed Under: Podcast Tagged With: roboadvisors

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