Happy New Year from your friends at GuideVine. As we begin 2018, the economy is showing signs of growth and markets are strong. There are many reasons to be optimistic about the year ahead. But there is also major uncertainty on the horizon, not the least of which is the Read more…
Happy New Year! I hope that 2016 was rewarding for you personally, professionally and financially. With the year finally in the books, I think we can all agree that it was one for the ages. Through all its ups and downs, GuideVine was proud to serve people with the financial Read more…
With so much of our lives lived online, we each need to develop a plan for what we want done with our digital assets when we die. Unfortunately deciding what that is, is proving surprisingly difficult.
The newest generation of personal financial technology services are powerful tools to help you get where you’re going. But what if you don't know where you're going? Learn more about the missing ingredient that fintech tools cannot replicate.
After years of discussion and an extensive review and consultation process with the financial services industry, the Department of Labor (DOL) has announced its final fiduciary rule. The new rule will require financial advisors in a variety of settings to act in their clients’ fiduciary interests when recommending investments, rather than rely on the less stringent “suitability” standard previously governing brokers.
Finding and choosing the right financial advisor is an important step to building your financial future. However it can be confusing and overwhelming, from finding a good set of advisors to meet, knowing what questions to ask them and recognizing what to look for and avoid. Here are some tips from GuideVine CEO, Raghav Sharma, to simplify your search.
If you are choosing between a robo advisor and a traditional financial advisor, its important to understand your needs and ask yourself several questions before making the decision. If you are hands off, want cheap access to investments and don't panic, a robo advisor might just be for you. If you need more services like retirement planning and need a calm voice during market ups and downs, then a traditional financial advisor might be more your speed.
There isn't a day that goes by without the topic of robo advisors coming up at GuideVine. Often its a consumer asking “what is a robo advisor anyway” or “what is the difference between a robo advisor and a traditional financial advisor”. Our CEO tries to help make sense of these questions and provide you with the answers.