Battle of Passive Investing

Over the years there have been a number of highly contested battles — Coke vs. Pepsi, Lakers vs.

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Buying on the Dip

Over the past five years we have written numerous posts to try to convince our readers that timing the market doesn’t make sense. We’ve provided data that proves the average retail investor loses a significant amount of money from doing what feels right: buying when the market rises and selling when it declines.

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Welcoming Jason Kilar to Our Board of Directors

You need a special team to pursue a mission as lofty and ambitious as ours — to democratize access to sophisticated financial advice. That’s why we are always on the hunt for great talent – especially ones who are laser focused on improving clients’ lives and challenging the status quo.

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Our Thoughts on Security

Last week Equifax announced a security breach that put the Social Security numbers, birth dates, and addresses of 143 million Americans at risk. Our clients’ trust is our top priority, so we wanted to take a moment to discuss our views on security and privacy.

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