The legalization of gay marriage in the U.S. encompasses sweeping social change. However, from a fundamental financial planning perspective, there is now little separating a married homosexual couple and a married heterosexual couple.
That’s right folks – get ready for chips and salsa, quiche and margaritas (not in that order please). If you want to connect with Millennials and Gen-Xers, pay attention to their trends. Send them a letter? It won’t get opened. Drop by some f...
Open door policy for hackers?
According to a Vanguard client relationship manager, the world’s largest mutual fund company has not taken necessary steps to address serious security concerns with its website. Karen Brock said that in May 2...
More than meets the eye?
The Wall Street Journal "exposed" what it called a “side business” for Yodlee: Selling the data it gathers from its many personal-finance apps to investment firms like Point72 Asset Management and Tiger Global Manageme...
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Maybe it's not the technology that gives robo advisors an edge in the marketplace. Maybe it's trust. Mike Kane, a co-founder of Hedgeable, says he is confident in his company because of how little trust most people have in...
Despite tremendous growth in automated investing technology, there are still many advisors not willing to cede control of clients’ portfolios to a so-called robo advisor.
But they would be making a mistake to completely eschew new technology...
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Boston has the healthiest housing market in the U.S., when compared to 25 of the largest metropolitan areas, according to a new ranking by WalletHub. The website ranked cities across 10 key metrics...
What would you do? | alexeys/iStock/Thinkstock
The National Endowment for Financial Education, American Red Cross and the American Institute of Certified Public Accountants have teamed up to create a guide for how to deal with a natural di...
