investment advisor phoenix arizona

The Danger of an Auto Pilot Investor

Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number of automated retirement plans are appearing on the market, promising to adjust your investments over time. These plans have features such as automatic enrollment, default contribution rates, and automatic asset allocation based on a target date. Automated plans have pros …

The Risks of D.I.Y. Investing & Financial Planning

In trying to do it yourself, there‚Äôs the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate that job to professionals, as they lack the time, inclination, or knowledge to do it themselves. This makes sense. It takes years to gain a thorough understanding of financial market cycles and …

The Low Down on Robo-Advisor

The trend toward online investing and advisory services, also known as robo-investing and robo-advice is gaining momentum, but industry participants are struggling to get a handle on how retail investors view and/or use robo-services to conduct their financial affairs.   Studies Abound Recent research conducted by major asset management firms has given some insight, yet often their findings turn up …