The Sophisticated Digital Investor

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

05 Aug
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The Denial of Financial Incumbents

This is a guest post from Hedgeable’s Chief Ninja Matthew Kane. In this post, Matthew will examine how technology, like Hedgeable’s, is transforming the financial services landscape, and how many financial incumbents are ignoring the result.  The Times They are a Changin’ The financial world is changing before our eyes, and has been for some time. The way […]

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21 May
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Study: Robo-Advisor Heavy Exposure to International Equities

We’ve been asked many times about how investment advisors choose to allocate clients across geographic markets, with some focusing more on the U.S. and some focusing more on international markets. This has been particularly true with the rise of robo-advisors and greater transparency of portfolio holdings during the sign up process. Many robo-advisors are heavily […]

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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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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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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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