Barbara A. Friedberg

What Is Rebalancing? Rebalancing involves periodically buying and selling investments in an established portfolio to ensure that its asset allocation continues to fit an investor’s risk tolerance and investment objectives. It’s recommended that investors rebalance their portfolios annually because the […]

Paid non-client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store. Learn More about this relationship. Betterment and M1 Finance digital investment advisors have more differences than similarities, which may simplify the decision of which investing

Important TD Ameritrade was acquired by Charles Schwab in 2020 and these two top-rated brokers have been fully integrated. TD Ameritrade is no longer accepting new clients. As a result, this review will no longer be updated. Please know that

The Social Security benefits claiming strategy known as “start, stop, start” was scaled back for individuals and eliminated for married couples following the Bipartisan Budget Act of 2015. Here’s a look at how it may still maximize benefits for some individuals and

Paid non-client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store. Learn More about this relationship. Wealthfront and Betterment are two well-established companies that have been integral in the formation, and ongoing

Wealthfront and Schwab Intelligent Portfolios are distinct enough to make the choice rather easy regarding which is best for you. If you don’t have the $5,000 minimum required by Schwab Intelligent Portfolios, then Wealthfront’s $500 account minimum is an easier

Wealthfront and M1 Finance are both top digital wealth management platforms, but there are significant differences between their offerings. If you don’t have $500 to invest right now, for example, then M1 Finance will be the better choice. It is

Traditional individual retirement accounts (IRAs) and Roth IRAs are both widely used investment vehicles for workers trying to accumulate long-term assets. However, the way these two accounts work is different, with each having its own advantages and disadvantages. The IRA

Paid non-client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store. Learn More about this relationship. Betterment and Merrill Guided Investing are two robo-advisors that can help you with automated investing. Betterment is a legacy, standalone

Baby Boomers—the generation born between 1946 and 1964—are heading into retirement in droves. Along with the aging of this cohort comes a lot of data concerning their lack of preparation for their later years. Insufficient financial resources paint a gloomy picture