Articles under “financial planning”

Data is the New Frontier

In August 2011 Marc Andreessen wrote a Wall Street Journal op-ed that famously explained why, “software is eating the world.” As we explained in Demystifying VC Economics, Part 5, industry after industry is being disrupted by new entrants that implement much of the incumbents’ value in the form of a software-based service that can be

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Path Gets Smarter (again!)

Earlier this year we launched Path, our financial planning solution, because we believe software can do a better job of understanding where you are today and helping you get to where you want go in the future. We also believe financial planning should be easy and accessible.

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The To Do’s Before the I Do’s

As December gets underway our minds are on the holidays, but there’s another season that is upon us: coupling. Christmas Day continues to be the most popular day for marriage proposals, and a large swath of engagements will take place starting the week before Christmas through New Year’s Day.

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The Raw Intellect of Path

Great things happen when you combine academic research with the power of software. It’s how we were able to deliver PassivePlus®, our signature suite of advanced investment features, which includes Tax-Loss Harvesting, Stock-level Tax-Loss Harvesting, and Smart Beta.

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