Robo-Advisors Disillusionment

December 13, 2019April 9, 2020 DavidLeave a comment

A couple years ago, I opened an account at Wealthfront, one of the popular robo-advisors. Their core tenets of low-cost investing in broadly diversified index funds aligned with my own investment philosophy, and I was curious to see how their tax-loss harvesting system behaved. At the time, they offered to manage the first $10k invested… Continue reading Robo-Advisors Disillusionment

Is my 401(k) balance too high?

November 29, 2019April 9, 2020 DavidLeave a comment

You’re following the advice to max out your pre-tax contributions to 401(k) and Traditional IRA accounts. You notice the balances creeping up and you start to wonder, is there a point when you’ve saved too much in those tax advantaged accounts? Or, as Jeremy over at GoCurryCracker poses the question: “Is Your 401k Too Big?”… Continue reading Is my 401(k) balance too high?

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Category: Retirement

Robo-Advisors Disillusionment

Is my 401(k) balance too high?