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Archive for October 2018

Market Commentary Q3 2018

Read our Q3 2018 market commentary for a market performance review of the third quarter of 2018 and to learn about our approach to investing in the current market landscape. Click here to read our Quarterly Commentary Q3 2018. To schedule a call with one of our advisors, contact us to request an appointment.

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3 Reasons Why Robots Won’t Replace Financial Advisors

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an irreplaceable human element, which prevents them from providing the essential qualities and services characteristic…

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