For years, small investors have complained that the big firms don’t want their business and when they do, it’s often expensive. Not anymore…There’s been a revolution in the financial advice business, which could help. It’s not a WHO, but a WHAT… automated systems are replacing humans! They’re called ROBO-ADVISORS and we have one of the industry's stars--Betterment co-founder and COO Eli Broverman to explore this amazing trend.
As stocks stage another run at records, Mike is concerned about a downturn, which would give back a lot of the fantastic returns he has seen over the past six years. What should he do?
Nancy is a widow in her late fifties and still working. Should she re-fi her 30 yr mortgage? We also answered Mary's estate question about rolling over a spouse's retirement account and Mike's titling issue around his deceased in-law's.
Mary's husband will retire by the end of the year and has to make a pension election-what is the best choice for them?
Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:
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