Coming To Disrupt A Financial Industry Near You: Robo–Advisors

In the U.S. several companies have made a bit of a splash offering a service that will manage their investments online using sophisticated algorithms to automatically select appropriate investments based on the client’s risk and demographic profile. The kicker is that because of the minimal overhead, they can charge ultra-low fees. The premise is that the traditional financial advisory model is broken because advisors are focused on selling product rather than genuinely working to help people meet their financial goals. Well I thought I would mind map the pro’s and cons of what could be a model that could disrupt the whole advisory business.

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8 Questions To Ask When Evaluating a Stock

Making a decision to buy a stock requires that you ask and answer these 8 questions. By answering them you can rationally formulate a better understanding of what is driving the stock price of a company and use that understanding to make an educated investment decision. There are no guarantees that every decision you take by answering these questions will be successful but the chances are good you will make more successful decisions than you will unsuccessful ones.

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Investment Activity Review – January 2014

A much busier month than normal. I’m usually lucky to make 1-2 trades in a month, but with the sell-off and a change in investor sentiment towards becoming more fearful and selling off assets more on emotion, I decided we are in a zone where if there were opportunities to buy companies on sale to jump on it and build positions.

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