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Investing

Robo-Advisors vs. Human Advisors

 

Robo-Advisors vs. Human Advisors

 

If an investor chooses a non-human financial advisor, what price could they end up paying?

 

Provided by Exemplar Financial Network

 

bigstock--brain vs computer.jpgInvestors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a software program that maintains their portfolio.

 

Why would an investor want to leave all that decision making up to a computer? In this era of cybercrime and “flash crashes” on Wall Street, doesn’t that seem a little chancy?

America Saves Week (February 27-March 4, 2017)

 

America Saves Week

How much are you setting aside on behalf of your goals?

 

Provided by Exemplar Financial Network

 

bigstock-Basket-Egg-Investment-Portfoli-small.jpg“Set a goal, make a plan, and save automatically.” This is the motto of America Saves Week, which begins on February 27.

 

America Saves – a project of the American Savings Education Council – calls on Americans to do all three of those things to try and improve their finances. Each winter, it surveys Americans to see how well (or poorly) they are saving. The survey is in its tenth year, and perhaps some recent trends will be reversed in the 2017 edition.

Managing Money Well as a Couple

 

Managing Money Well as a Couple

 

What are the keys in planning to grow wealthy together?

 

Provided by Exemplar Financial Network

 

bigstock-Young-Married-Couple-With-Many-163632509.jpgWhen you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually not so difficult.

 

At some point, you will have to ask yourselves some money questions – questions that pertain not only to your shared finances, but also to your individual finances. Waiting too long to ask (or answer) those questions might carry an emotional price. In the 2016 TD Bank Love & Money survey of 1,902 consumers who said they were in relationships, 42% of the respondents who described themselves as “unhappy” cited their number one financial error as “waiting too long” to discuss money matters with their significant other.1

Saving $1 Million for Retirement

 

Saving $1 Million for Retirement

 

How can you plan to do it? What kind of financial commitment will it take?

 

Provided by Exemplar Financial Network

 

bigstock-Watering-can-and-money-tree-small.jpgHow many of us will retire with $1 million or more in savings? More of us ought to – in fact, more of us may need to, given inflation and the rising cost of health care.

 

Sadly, few pre-retirees have accumulated that much. A 2015 Government Accountability Office analysis found that the average American aged 55-64 had just $104,000 in retirement money. A 2016 GoBankingRates survey determined that only 13% of Americans had retirement savings of $300,000 or more.1,2

Could You Improve Your Personal Finances Today?

 

Could You Improve Your Personal Finances Today?

 

Simple decisions & new habits might lead you toward a better financial future.

 

Provided by Exemplar Financial Network

 

bigstock balloons rising small.jpgIn life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may leave you better off financially – in the near term, the long term, or both.

Should You Care What the Market Does Each Day?

 

Should You Care What the Market Does Each Day?

 

A calm investor may realize better long-term returns than an overly concerned one.

 

Provided by Exemplar Financial Network

 

bigstock-Businessman-analyzing-investme-small.jpgInvestors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

Why DIY Investment Management Is Such a Risk

 

Why DIY Investment Management Is Such a Risk

Paying attention to the wrong things becomes all too easy.

 

Provided by Exemplar Financial Network

 

bigstock-Investment-Financial-Economy-small.jpgIf you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.

Investing in Agreement With Your Beliefs

 

Investing in Agreement With Your Beliefs

The case for aligning your portfolio with your outlook & worldview.

 

Provided by Exemplar Financial Network

 

bigstock-Meditation-And-Relaxation-On-small.jpgDo your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral and spiritual tenets that guide their lives.     

 

Sir John Templeton stands out as an example. Born and raised in a small Tennessee town, he became one of the world’s richest men and most respected philanthropists. Templeton maintained a lifelong curiosity about science, religion, economics and world cultures – and it led him to notice opportunities in emerging industries and emerging markets (like Japan) that other investors missed. Believing that “every successful entrepreneur is a servant,” he invested in companies that did no harm and which reflected his conviction that “success is a process of continually seeking answers to new questions.”1

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