Personal Finance Advice and Commentary

Monday, August 03, 2015 2:51 pm
By Dr. Don Taylor ·

The expected growth of robo-advisers over the next 5 years points to the unmet need of investment advice for small investors.

Friday, February 06, 2015 7:00 am
By Dr. Don Taylor ·

Financial professionals are often paid investment fees based on an assets under management (AUM) model, where the client pays a percentage of the retirement portfolio’s valuation for the adviser’s services.

Monday, August 11, 2014 6:00 am
By Dr. Don Taylor ·

Robo-advisers are changing how middle-class Americans with smaller portfolios get investment advice.

Friday, January 10, 2014 12:54 pm
By Dr. Don Taylor ·

Consider taking a core-satellite approach to investing for your 2014 investment outlook.

Thursday, April 28, 2011 4:18 pm
By Jennie L. Phipps ·

In honor of its 10th birthday, Liquidnet, a company that manages big pots of money for institutional investors, asked several experts in their investment sector to weigh in on the next 10 years of investing. Here are a couple of their thoughts that those of us looking hard at retirement might want to consider. Robert