What is a Robo-Advisor?

August 8, 2018 Jelani Smith 0

Recently, a lot of people have been asking me about robo-advisors, or what is the easiest way for them to get started on investing. Especially for beginners, robo-advisors are the way to go. In a sense, it’s a hack/shortcut to investing. It’s a great alternative to the traditional financial planners/advisors situated in brick & mortar branches. How it works Robo […]

The Easiest Way to Get Started on Investing

September 14, 2017 Jelani Smith 1

Successful investing involves creating an auto system – once you get started, it becomes much easier to manage. Getting started is the hard part… 80% of millennials are not invested in the stock markets. More than 40% believe they don’t have enough money, and 34% said they don’t know how to get started (CNBC). Getting started shouldn’t be as hard […]

Robo-Advisors: Investing Shortcut for Millennials

June 24, 2017 Jelani Smith 1

One of the most common personal finance related questions I get is “how do I start investing?” When you think of investing, you may think of stock trading, equity research, and portfolio monitoring. It can be time consuming, especially when you have a full time job and/or studying in school. The solution to this is robo advisors – my favourite […]

Robo-Advisors: The Future of Investing?

December 13, 2016 Jelani Smith 0

Traditionally, we have been going to financial planners for wealth management services. These services would range from retirement planning, to saving up for large purchases, such as a down payment on a house. Robo-advisors have been ‘disrupting’ this traditional model of financial planning, especially among millennials. According to a study from Wells Fargo, only 16% of millennials claim that they […]