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M1 Finance Smart Transfers – How do they Work?

If you’re an M1 Plus Member, you get many great benefits that standard M1 investors don’t get and now this includes the exciting benefit of using M1’s latest feature – Smart Transfers.

* This article is about M1s Smart Transfers.…

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Coronavirus and Robo-Advisors – How’d They Do?

Robo-advisors were put to the test these last six months. As the pandemic spread and hurt the economy, the stock market fell quickly and robo-advisors had to bear the heavy burden of re-allocating portfolios, not to mention trying to stay afloat.

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Investing 101 – Asset classes

Before you invest, it’s important to understand your choices, how they work, and how to determine which asset classes are right for you.

Traditional beginning investors stick with stocks and bonds, but there are many other investments available today that if you’re willing to take the risk, are at your disposal.

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Robos with most Asset Under Management

According to this statistic the Neobanking segment is expected to show a revenue growth of 42.2% in 2023. the combined asset under management of robo advisors will hit the $1 billion dollar mark in early 2022.

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Rolling Over a 401K or IRA – What you Must Do

Retirement plan rollovers happen all the time. Whether you change jobs and need to rollover a 401K or you want to roll over an IRA to another broker, investors do this multiple times in their lives. 

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Robo-Advisor vs Financial Advisor

There has been heated discussion on the question whether a robo-advisor is actually an advisor at all.

A robo advisor is an online platform that has several algorithms in place that make investment decisions.

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The 7 Main Differences Between Robo-Advisors

With a rising number of Robo-Advisors out there it is getting harder and harder to understand the differences between each service.

There are, however, 7 main differences that will allow you to distinguish between the features of each service.

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FAQ – All you need to know about Robo-Advisors

This is a relatively new industry, which is why we’ve included this robo-advisor FAQ.

The goal here is to help you better understand the industry and make an informed decision for your specific needs.

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Why a Robo-Advisor | The Pros and Cons

If you have made it here you are probably considering letting a robot help with your investments.

A robo advisor, however, is not for everyone.

Let’s look at the pros and cons of investing with a robo advisor to help you decide if this is really the right fit for you. 

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Smart Beta ETFs – A Simple Guide

It sounds like a new term or some new-fangled approach, but smart beta investing has been around since the 1970s. We just didn’t hear about it much.

So what is the new hype in smart beta ETFs?

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What is a Robo-Advisor Fund Management Expense Ratio?

When talking about robo advisors sometimes the different fees and costs are not very clear.

One word that comes up a lot is “Fund Management Expense Ratio”.

Although this is a fee that is not directly related to the use of robo advisors, it is important to understand what exactly this is before starting to invest with a robo advisor.

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How do Robo-Advisors Make Money?

It may seem confusing – you can sign up for robo-advisors for free.

On top of it, some services let you make commission-free trades.

Where is the profit for the robo-advisor then?

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5 Hidden Fees you Need to Watch Out For

Robo-advisors advertise no fees and no commissions. How does it get any better than that, right?

You may come across hidden fees, though. What are these hidden fees? It may surprise you. 

Honestly, they aren’t necessarily hidden, as you can always find a list of fees on the robo-advisor’s website with a little digging.…

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Smart Beta Portfolios

With the rise of effective and affordable algorithms for robo-advisors, some of the services are adapting a new approach in hopes to distinguish themselves from their competition:

Smart Beta Portfolios.

But what exactly are they and, more importantly, what’s the difference between robos that employ this strategy as opposed to the ones that are not?