Thanks for the kind words about the article, yes indeed, it’s an issue that really needs to get more attention.
]]>Thanks for the feedback Jay!
]]>SoFi Wealth Management is comparatively new so we would encourage you to connect directly with SoFi to ask for precise historical performance results. In general, most robo-advisors rely on Modern Portfolio Theory to build client portfolios, so returns are designed generally to track financial markets based on client risk profiles – as opposed to generate alpha which is the goal of most hedge funds.
]]>Thanks for the thoughts on boomers thinking about medicare supplement plans and LTC insurance, very valuable comments – greatly appreciated Leandro.
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