Articles under “investing”

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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A Bit About Bitcoin

Bitcoin has been taking over the headlines of late, so it’s no surprise the most frequent question our client services team fields from clients and prospects is whether we intend to incorporate Bitcoin into our investment management service. As proponents of financial innovation and believers in the power of software, we are excited about Bitcoin.

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Playing the Real Estate Game (part 1)

We often get questions from our clients about investing in real estate beyond the home they live in. Many want to put money into investment properties because of the income opportunities or the perception that they know how to pick rental properties based on their experience buying their own home.

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When What Feels Right is Actually Wrong

Buying when the market rises and selling when it declines is human nature. It just feels like the right thing to do.

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