The Problem With Robo-Advisors

The Problem With Robo-Advisors

Technology has revolutionized every aspect of our lives, so it shouldn’t come as a surprise that tech-based investment platforms, known as robo-advisors, are becoming more popular. Robo-advisors were created in the aftermath of the 2008 financial crisis, as an...

September 2020 Newsletter

Welcome to the September 2020 Newsletter for MasterPlan Retirement Consultants! Mark’s Missive What’s Next for a COVID-19 Economy? The economic fallout from the coronavirus pandemic continues, even as states have reopened restaurants, retail stores, and...