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For Financial Planning Success Consider the Impact of Behavioral Finance

by Corey Franco on Jul 26, 2017

The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and careful risk management are all important and commonly recognized as elements of a high quality plan. Going a step further and incorporating a well thought out estate plan can turn a good plan into a great plan.

Robots versus Humans: Financial Advisers for the Digital Age

by Corey Franco on Jul 26, 2017

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advising can be made without any face-to-face contact. To some this would sound ludicrous and to others it sounds convenient, but one thing is for certain—the robo-advisor is another option that’s here to stay for investors to grow wealth.