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Tag: robo advisors

  • Ask Matt & Joel

Ask Matt & Joel: How important is tax loss harvesting and sector investing?

  • September 21, 2024
  • Tagged as: alternative investments, betterment, financial advisor, retirement investing, robo advisors, tax loss harvesting

Today’s question comes via Adi from Michigan… “I recently hired a financial advisory firm to help me manage my funds and finances. After working with them for 4 months, I believe I have the time…

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  • Newsletter

Spending Spirals, Mega-Cap Stocks & a Self Confidence Boost 💪

  • June 6, 2023
  • Tagged as: emergency fund, HYSA, life hacks, robo advisors, saving money, stock market

Happy Tuesday, happy people!! Repeat after me… I am good at what I do. I may screw up some times… but for the most part, I am good at what I do. My clients enjoy…

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  • Newsletter

Digital Nomads, Financial Cruise Control And Gettin’ Lucky! (With Money 😉)

  • April 25, 2023
  • Tagged as: automation, betterment, career, Life Hacking, luck, money news, robo advisors, saving money, travel hacks

Happy Tuesday, beautiful people! Do you know the secret to being happy? —> Focus on what you love about your life. And the secret to being miserable? —> Focus on what you hate about your…

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