The Sophisticated Digital Investor

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

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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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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14 Jan
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Smart Beta ETFs Not So Smart Again in 2014

About 60% of all assets flowing into the ETF space over the past 2 years has been invested in so-called “smart beta” funds — that’s hundred of billions of dollars. Yet, there is still some discussion about what exactly smart beta means and whether or not the smart beta approach is really better than a […]

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30 Dec
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We Don’t Need Robots…Introducing The Digital Wealth Manager 2.0

It seems like there are now three to five articles a day in the financial press expressing panic from financial advisors and the big brokerage firms- yes, I am talking about you Fidelity and Schwab- that “robo-advisors” are going to put them out of business. Well, where was their concern in 2008-2009 when their average […]

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18 Jun
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Hedgeable Proud Sponsor of ETF Portfolio Summit

We are proud to have been the principal sponsor of the ETF Managed Portfolio Summit that took place in Chicago this week. For those that aren’t familiar with the nomenclature, ETF Managed Portfolios are simply accounts that are managed on behalf of clients that hold ETFs- such as what Hedgeable does in our retail programs. […]

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