Posts by Ramsey Smith
Robo Advisors: A Valuable Tool for All Investors
In the past, many of the following services were not readily available to consumers outside of a traditional human advisory relationship: Portfolio Selection and Asset Allocation Financial Planning Tools Tax Optimization Today, however, robo advisors are using technology to democratize access to sophisticated money management tools. Traditional advisors provide these services at premium prices, and […]
Perennials: The Most Exclusive Club That Anybody Can Join
We are building ALEX.fyi for people who want to make empowered decisions about their financial future. As a founder, I am frequently asked, “What is your target demographic?” Here is the clinical answer: self-directed, internet-comfortable investors aged 50–65. The real answer has much more to do with attitude than age. We will serve the smart, […]