The Sophisticated Digital Investor

Expert insight on investing, the markets, and startups from the viewpoint of the most sophisticated digital wealth manager Hedgeable

24 Dec
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What is a Safe Asset?

You may have heard the term “safe asset” floated in the financial press, especially during the August 2015 market crisis. But what does it really mean? Can an asset really be considered safe? All Americans have wealth. Some invest solely in one asset, while others scatter their wealth across multiple assets. Some invest only in […]

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13 Mar
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The Case For Dynamic Investing

Editor’s Note: Ben McLaughlin, Hedgeable Marketing Sensei, makes his case for dynamically investing in the markets. Why is this timely? In recent days, Charles Schwab has waged an aggressive media campaign (see Investment News post here) against Hedgeable arguing for a permanent large allocation to cash in every portfolio. — Have you ever wondered whether […]

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10 Mar
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Schwab Intelligent Portfolios Review Part II: Wall Street’s New Cash Cow

Compare Hedgeable vs. Schwab Intelligent portfolios HERE Schwab’s new robo-advisor product Intelligent Portfolios has officially launched. This marks a big swing in the industry and it will be interesting to see how it pans out over the next few months. For some, the conflicts of interest pervading the whole program will be too much of […]

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01 Jul
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Placemark Acquired by Envestnet for $66 Million in Cash

Big industry news today, as Placemark- a UMA marketplace that we are proud to be a member of at Hedgeable- was acquired by Envestnet (ticker: ENV) for $66 Million in cash. Envestnet’s latest market cap on the NYSE is $1.7 Bil. Placemark last raised $8 Million in 2009 from RBC Ventures, Ascent Venture Partners, Flybridge Capital, […]

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28 Feb
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WhatsApp Exit Sign of Tech Bubble?

The staggering amount of money the Facebook paid to acquire WhatsApp in cash and stock- $19 Billion – and the subsequent pop in Facebook’s share price, raises very serious concerns of a second tech bubble. The paper wealth being created in Silicon Valley is simply staggering and it doesn’t track what is happening on Main […]

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