The Sophisticated Digital Investor

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

05 Nov
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Digital Investing To Approach $500 Bil By 2020

That is according to a new report put out by Cerulli Associates titled “Retail Direct Firms and Digital Advice Providers 2015: Addressing Millennials, the Mass Market, and Robo Advice.” In the report, Cerulli also anticipates more traditional firms morphing to become more and more like their digital counterparts. We see this everyday. Large firms are […]

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24 Mar
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Schwab Institutional Intelligent Portfolios – Where There’s Smoke There’s Fire

The smoke and mirrors and conflicts continue with the rollout of the Schwab Intelligent Portfolios product. Yesterday, it was announced that Schwab will be making the product available to the 7,100 advisors on the Schwab Institutional Platform used by RIAs, calling the product Schwab Institutional Intelligent Portfolios, or IIP for short. Features of IIP include: […]

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18 Mar
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Tax Loss Harvesting: Feast or Famine?

Guest Post: Henry Bee, Co-Founder of Cassia Research, a Canadian based research firm. In this post Henry examines the continuous tax-loss harvesting strategy implemented by robo-advisors Wealthfront, Betterment, and Schwab Intelligent Portfolios for taxable clients, compared to a tactical risk management approach with opportunistic yearly harvesting for taxable clients used by firms such as ours. — After […]

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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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11 Mar
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Smoke and Mirrors on Wall Street is Ending

And the big boys can’t do a thing to stop it… You can’t imagine the joy — the huge grin on my face the last few days — as I have watched the media, entrepreneurs, and the fintech community pummel Charles Schwab for their new Intelligent Portfolios product. When I started Hedgeable in 2009, one […]

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